Keystone Financial Services, LLC CGCB Holdings History
Keystone Financial Services, LLC's Capital Group Core Bond ETF Holding Summary
As of 2025-03-31, Keystone Financial Services, LLC held 152,888.00 shares of Capital Group Core Bond ETF(CGCB), totaling $4.02 Mil. This investment constitutes 3.4% of their stock portfolio, and Keystone Financial Services, LLC now holds 0.19% of the outstanding Capital Group Core Bond ETF(CGCB) stock.
The initial trade took place in 2024Q4. And since then Keystone Financial Services, LLC has made 1 purchases of CGCB, at an average price of $26.22, for a total of 152,888.00 shares. Based on historical transaction data and CGCB's current price of $26.05, Keystone Financial Services, LLC's estimated gain on his CGCB holdings is $-26,122.08, reflecting a -0.65% gain to date.
Keystone Financial Services, LLC CGCB ($26.05) Holding Chart
Keystone Financial Services, LLC CGCB ($26.05) 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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