IAM Advisory, LLC CGCP Holdings History
IAM Advisory, LLC's Capital Group Core Plus Income ETF Holding Summary
As of 2025-06-30, IAM Advisory, LLC held 1.20 Mil shares of Capital Group Core Plus Income ETF(CGCP), totaling $27.02 Mil. This investment constitutes 6.49% of their stock portfolio, and IAM Advisory, LLC now holds 0.52% of the outstanding Capital Group Core Plus Income ETF(CGCP) stock.
The initial trade took place in 2023Q1. And since then IAM Advisory, LLC has made 10 purchases of CGCP, at an average price of $22.54, for a total of 1.20 Mil shares. Based on historical transaction data and CGCP's current price of $22.45, IAM Advisory, LLC's estimated gain on his CGCP holdings is $-115,847.17, reflecting a -0.43% gain to date.
IAM Advisory, LLC CGCP ($22.45) Holding Chart
IAM Advisory, LLC CGCP ($22.45) 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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