ROBINSON SMITH WEALTH ADVISORS LLC CGMU Holdings History
ROBINSON SMITH WEALTH ADVISORS LLC's Capital Group Municipal Income ETF Holding Summary
As of 2025-03-31, ROBINSON SMITH WEALTH ADVISORS LLC held 219,978.00 shares of Capital Group Municipal Income ETF(CGMU), totaling $5.90 Mil. This investment constitutes 4.94% of their stock portfolio, and ROBINSON SMITH WEALTH ADVISORS LLC now holds 0.22% of the outstanding Capital Group Municipal Income ETF(CGMU) stock.
The initial trade took place in 2024Q2. And since then ROBINSON SMITH WEALTH ADVISORS LLC has made 4 purchases of CGMU, at an average price of $27.21, for a total of 219,978.00 shares. Based on historical transaction data and CGMU's current price of $26.63, ROBINSON SMITH WEALTH ADVISORS LLC's estimated gain on his CGMU holdings is $-127,236.67, reflecting a -2.13% gain to date.
ROBINSON SMITH WEALTH ADVISORS LLC CGMU ($26.63) Holding Chart
ROBINSON SMITH WEALTH ADVISORS LLC CGMU ($26.63) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
