Number of Shares
118,482.00
Current Holdings Value*
$3.07 Mil
% of Portfolio
0.27%
Total Estimate Gain
$15,402.66
% of Total Estimate Gain
0.50%

PETREDIS INVESTMENT ADVISORS LLC's Capital Group Short Duration Income ETF Holding Summary

As of 2025-06-30, PETREDIS INVESTMENT ADVISORS LLC held 118,482.00 shares of Capital Group Short Duration Income ETF(CGSD), totaling $3.07 Mil. This investment constitutes 0.27% of their stock portfolio, and PETREDIS INVESTMENT ADVISORS LLC now holds 0.23% of the outstanding Capital Group Short Duration Income ETF(CGSD) stock.

The initial trade took place in 2025Q2. And since then PETREDIS INVESTMENT ADVISORS LLC has made 1 purchases of CGSD, at an average price of $25.83, for a total of 118,482.00 shares. Based on historical transaction data and CGSD's current price of $25.96, PETREDIS INVESTMENT ADVISORS LLC's estimated gain on his CGSD holdings is $15,402.66, reflecting a 0.50% gain to date.

PETREDIS INVESTMENT ADVISORS LLC CGSD ($25.96) Holding Chart

PETREDIS INVESTMENT ADVISORS LLC CGSD ($25.96) 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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