Olistico Wealth, LLC CGXU Holdings History

Number of Shares
127,201.00
Current Holdings Value*
$3.45 Mil
% of Portfolio
1.92%
Total Estimate Gain
$400,246.02
% of Total Estimate Gain
12.18%

Olistico Wealth, LLC's Capital Group International Focus Equity ETF Holding Summary

As of 2025-06-30, Olistico Wealth, LLC held 127,201.00 shares of Capital Group International Focus Equity ETF(CGXU), totaling $3.45 Mil. This investment constitutes 1.92% of their stock portfolio, and Olistico Wealth, LLC now holds 0.09% of the outstanding Capital Group International Focus Equity ETF(CGXU) stock.

The initial trade took place in 2023Q2. And since then Olistico Wealth, LLC has made 8 purchases of CGXU, at an average price of $24.51, for a total of 134,086.00 shares. In addition, there have been 1 sales at an average price of $22.34 for 6,885.00 shares. Based on historical transaction data and CGXU's current price of $27.77, Olistico Wealth, LLC's estimated gain on his CGXU holdings is $400,246.02, reflecting a 12.18% gain to date.

Olistico Wealth, LLC CGXU ($27.77) Holding Chart

Olistico Wealth, LLC CGXU ($27.77) 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