Main Line Retirement Advisors, LLC CGMM Holdings History
Main Line Retirement Advisors, LLC's Capital Group U.S. Small and Mid Cap ETF Holding Summary
As of 2025-06-30, Main Line Retirement Advisors, LLC held 488,907.00 shares of Capital Group U.S. Small and Mid Cap ETF(CGMM), totaling $13.14 Mil. This investment constitutes 7.48% of their stock portfolio, and Main Line Retirement Advisors, LLC now holds 4.21% of the outstanding Capital Group U.S. Small and Mid Cap ETF(CGMM) stock.
The initial trade took place in 2025Q1. And since then Main Line Retirement Advisors, LLC has made 2 purchases of CGMM, at an average price of $24.68, for a total of 488,907.00 shares. Based on historical transaction data and CGMM's current price of $27.52, Main Line Retirement Advisors, LLC's estimated gain on his CGMM holdings is $1.39 Mil, reflecting a 11.49% gain to date.
Main Line Retirement Advisors, LLC CGMM ($27.52) Holding Chart
Main Line Retirement Advisors, LLC CGMM ($27.52) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
