Leverty Financial Group, LLC CGCB Holdings History
Leverty Financial Group, LLC's Capital Group Core Bond ETF Holding Summary
As of 2025-06-30, Leverty Financial Group, LLC held 1.43 Mil shares of Capital Group Core Bond ETF(CGCB), totaling $37.54 Mil. This investment constitutes 11.21% of their stock portfolio, and Leverty Financial Group, LLC now holds 1.52% of the outstanding Capital Group Core Bond ETF(CGCB) stock.
The initial trade took place in 2025Q1. And since then Leverty Financial Group, LLC has made 2 purchases of CGCB, at an average price of $26.02, for a total of 1.43 Mil shares. Based on historical transaction data and CGCB's current price of $26.10, Leverty Financial Group, LLC's estimated gain on his CGCB holdings is $110,681.68, reflecting a 0.30% gain to date.
Leverty Financial Group, LLC CGCB ($26.10) Holding Chart
Leverty Financial Group, LLC CGCB ($26.10) 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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