Number of Shares
18,900.00
Current Holdings Value*
$491,590.00
% of Portfolio
0.26%
Total Estimate Gain
$506.00
% of Total Estimate Gain
0.10%

RICHARDS, MERRILL & PETERSON, INC.'s Capital Group Short Duration Municipal Income ETF Holding Summary

As of 2025-03-31, RICHARDS, MERRILL & PETERSON, INC. held 18,900.00 shares of Capital Group Short Duration Municipal Income ETF(CGSM), totaling $491,590.00. This investment constitutes 0.26% of their stock portfolio, and RICHARDS, MERRILL & PETERSON, INC. now holds 0.08% of the outstanding Capital Group Short Duration Municipal Income ETF(CGSM) stock.

The initial trade took place in 2024Q4. And since then RICHARDS, MERRILL & PETERSON, INC. has made 1 purchases of CGSM, at an average price of $26.09, for a total of 18,900.00 shares. Based on historical transaction data and CGSM's current price of $26.12, RICHARDS, MERRILL & PETERSON, INC.'s estimated gain on his CGSM holdings is $506.00, reflecting a 0.10% gain to date.

RICHARDS, MERRILL & PETERSON, INC. CGSM ($26.12) Holding Chart

RICHARDS, MERRILL & PETERSON, INC. CGSM ($26.12) 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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