PUREfi Wealth, LLC CGSM Holdings History
PUREfi Wealth, LLC's Capital Group Short Duration Municipal Income ETF Holding Summary
As of 2025-06-30, PUREfi Wealth, LLC held 431,489.00 shares of Capital Group Short Duration Municipal Income ETF(CGSM), totaling $11.25 Mil. This investment constitutes 9% of their stock portfolio, and PUREfi Wealth, LLC now holds 1.53% of the outstanding Capital Group Short Duration Municipal Income ETF(CGSM) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $25.98 for 38,445.00 shares. Based on historical transaction data and CGSM's current price of $26.14, PUREfi Wealth, LLC's estimated gain on his CGSM holdings is $-1,316.65, reflecting a -0.01% gain to date.
PUREfi Wealth, LLC CGSM ($26.14) Holding Chart
PUREfi Wealth, LLC CGSM ($26.14) 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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