Main Line Retirement Advisors, LLC CGCV Holdings History
Main Line Retirement Advisors, LLC's Capital Group Conservative Equity ETF Holding Summary
As of 2025-03-31, Main Line Retirement Advisors, LLC held 520,663.00 shares of Capital Group Conservative Equity ETF(CGCV), totaling $14.12 Mil. This investment constitutes 9.17% of their stock portfolio, and Main Line Retirement Advisors, LLC now holds 4.11% of the outstanding Capital Group Conservative Equity ETF(CGCV) stock.
The initial trade took place in 2024Q4. And since then Main Line Retirement Advisors, LLC has made 2 purchases of CGCV, at an average price of $27.28, for a total of 520,663.00 shares. Based on historical transaction data and CGCV's current price of $28.92, Main Line Retirement Advisors, LLC's estimated gain on his CGCV holdings is $849,736.48, reflecting a 5.98% gain to date.
Main Line Retirement Advisors, LLC CGCV ($28.92) Holding Chart
Main Line Retirement Advisors, LLC CGCV ($28.92) 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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