RICHARDS, MERRILL & PETERSON, INC. CGSM Holdings History
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 $26.16, RICHARDS, MERRILL & PETERSON, INC.'s estimated gain on his CGSM holdings is $1,262.00, reflecting a 0.26% gain to date.
RICHARDS, MERRILL & PETERSON, INC. CGSM ($26.16) Holding Chart
RICHARDS, MERRILL & PETERSON, INC. CGSM ($26.16) 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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