OAK HILL WEALTH ADVISORS, LLC CGMU Holdings History
OAK HILL WEALTH ADVISORS, LLC's Capital Group Municipal Income ETF Holding Summary
As of 2025-06-30, OAK HILL WEALTH ADVISORS, LLC held 70,784.00 shares of Capital Group Municipal Income ETF(CGMU), totaling $1.89 Mil. This investment constitutes 0.39% of their stock portfolio, and OAK HILL WEALTH ADVISORS, LLC now holds 0.06% of the outstanding Capital Group Municipal Income ETF(CGMU) stock.
The initial trade took place in 2024Q4. And since then OAK HILL WEALTH ADVISORS, LLC has made 2 purchases of CGMU, at an average price of $27.10, for a total of 81,664.00 shares. In addition, there have been 1 sales at an average price of $26.57 for 10,880.00 shares. Based on historical transaction data and CGMU's current price of $26.61, OAK HILL WEALTH ADVISORS, LLC's estimated gain on his CGMU holdings is $-40,529.93, reflecting a -1.83% gain to date.
OAK HILL WEALTH ADVISORS, LLC CGMU ($26.61) Holding Chart
OAK HILL WEALTH ADVISORS, LLC CGMU ($26.61) 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
