McGlone Suttner Wealth Management, Inc. CGCP Holdings History
McGlone Suttner Wealth Management, Inc.'s Capital Group Core Plus Income ETF Holding Summary
As of 2025-06-30, McGlone Suttner Wealth Management, Inc. held 1.30 Mil shares of Capital Group Core Plus Income ETF(CGCP), totaling $29.30 Mil. This investment constitutes 4.42% of their stock portfolio, and McGlone Suttner Wealth Management, Inc. now holds 0.57% of the outstanding Capital Group Core Plus Income ETF(CGCP) stock.
The initial trade took place in 2023Q2. And since then McGlone Suttner Wealth Management, Inc. has made 7 purchases of CGCP, at an average price of $22.20, for a total of 1.52 Mil shares. In addition, there have been 2 sales at an average price of $22.76 for 213,358.00 shares. Based on historical transaction data and CGCP's current price of $22.42, McGlone Suttner Wealth Management, Inc.'s estimated gain on his CGCP holdings is $401,776.97, reflecting a 1.19% gain to date.
McGlone Suttner Wealth Management, Inc. CGCP ($22.42) Holding Chart
McGlone Suttner Wealth Management, Inc. CGCP ($22.42) 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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