Number of Shares
423,817.00
Current Holdings Value*
$9.52 Mil
% of Portfolio
3.41%
Total Estimate Gain
$-29,667.19
% of Total Estimate Gain
-0.31%

Retirement Group, LLC's Capital Group Core Plus Income ETF Holding Summary

As of 2024-03-31, Retirement Group, LLC held 423,817.00 shares of Capital Group Core Plus Income ETF(CGCP), totaling $9.52 Mil. This investment constitutes 3.41% of their stock portfolio, and Retirement Group, LLC now holds -% of the outstanding Capital Group Core Plus Income ETF(CGCP) stock.

The initial trade took place in 2024Q1. And since then Retirement Group, LLC has made 1 purchases of CGCP, at an average price of $22.50, for a total of 423,817.00 shares. Based on historical transaction data and CGCP's current price of $22.43, Retirement Group, LLC's estimated gain on his CGCP holdings is $-29,667.19, reflecting a -0.31% gain to date.

Retirement Group, LLC CGCP ($22.43) Holding Chart

Retirement Group, LLC CGCP ($22.43) 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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