Midwest Heritage Bank, FSB CGUS Holdings History
Number of Shares
978,124.00
Current Holdings Value*
$36.12 Mil
% of Portfolio
13.59%
Total Estimate Gain
$11.21 Mil
% of Total Estimate Gain
42.91%
Midwest Heritage Bank, FSB's Capital Group Core Equity ETF Holding Summary
As of 2025-06-30, Midwest Heritage Bank, FSB held 978,124.00 shares of Capital Group Core Equity ETF(CGUS), totaling $36.12 Mil. This investment constitutes 13.59% of their stock portfolio, and Midwest Heritage Bank, FSB now holds 0.62% of the outstanding Capital Group Core Equity ETF(CGUS) stock.
The initial trade took place in 2022Q2. And since then Midwest Heritage Bank, FSB has made 13 purchases of CGUS, at an average price of $26.72, for a total of 978,124.00 shares. Based on historical transaction data and CGUS's current price of $38.18, Midwest Heritage Bank, FSB's estimated gain on his CGUS holdings is $11.21 Mil, reflecting a 42.91% gain to date.
Midwest Heritage Bank, FSB CGUS ($38.18) Holding Chart
Midwest Heritage Bank, FSB CGUS ($38.18) 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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