Number of Shares
184,480.00
Current Holdings Value*
$4.84 Mil
% of Portfolio
2.18%
Total Estimate Gain
$43,342.99
% of Total Estimate Gain
0.90%

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's Capital Group Core Bond ETF Holding Summary

As of 2025-03-31, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held 184,480.00 shares of Capital Group Core Bond ETF(CGCB), totaling $4.84 Mil. This investment constitutes 2.18% of their stock portfolio, and KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT now holds 0.23% of the outstanding Capital Group Core Bond ETF(CGCB) stock.

The initial trade took place in 2024Q4. And since then KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT has made 2 purchases of CGCB, at an average price of $26.10, for a total of 184,480.00 shares. Based on historical transaction data and CGCB's current price of $26.34, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's estimated gain on his CGCB holdings is $43,342.99, reflecting a 0.90% gain to date.

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CGCB ($26.34) Holding Chart

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CGCB ($26.34) 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 %

Top Ranked Articles

  • 1