Lodestone Wealth Management LLC CGCP Holdings History
Lodestone Wealth Management LLC's Capital Group Core Plus Income ETF Holding Summary
As of 2025-03-31, Lodestone Wealth Management LLC held 223,863.00 shares of Capital Group Core Plus Income ETF(CGCP), totaling $5.03 Mil. This investment constitutes 2.67% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0.11% of the outstanding Capital Group Core Plus Income ETF(CGCP) stock.
The initial trade took place in 2022Q4. And since then Lodestone Wealth Management LLC has made 9 purchases of CGCP, at an average price of $22.29, for a total of 223,863.00 shares. Based on historical transaction data and CGCP's current price of $22.49, Lodestone Wealth Management LLC's estimated gain on his CGCP holdings is $44,121.97, reflecting a 0.88% gain to date.
Lodestone Wealth Management LLC CGCP ($22.49) Holding Chart
Lodestone Wealth Management LLC CGCP ($22.49) 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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