High Net Worth Advisory Group LLC CGBL Holdings History
High Net Worth Advisory Group LLC's Capital Group Core Balanced ETF Holding Summary
As of 2025-03-31, High Net Worth Advisory Group LLC held 138,524.00 shares of Capital Group Core Balanced ETF(CGBL), totaling $4.29 Mil. This investment constitutes 1.21% of their stock portfolio, and High Net Worth Advisory Group LLC now holds 0.22% of the outstanding Capital Group Core Balanced ETF(CGBL) stock.
The initial trade took place in 2024Q2. And since then High Net Worth Advisory Group LLC has made 3 purchases of CGBL, at an average price of $31.34, for a total of 138,524.00 shares. Based on historical transaction data and CGBL's current price of $33.70, High Net Worth Advisory Group LLC's estimated gain on his CGBL holdings is $327,466.54, reflecting a 7.54% gain to date.
High Net Worth Advisory Group LLC CGBL ($33.70) Holding Chart
High Net Worth Advisory Group LLC CGBL ($33.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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