SARD WEALTH MANAGEMENT GROUP, LLC CGIC Holdings History
SARD WEALTH MANAGEMENT GROUP, LLC's Capital Group International Core Equity ETF Holding Summary
As of 2025-06-30, SARD WEALTH MANAGEMENT GROUP, LLC held 126,549.00 shares of Capital Group International Core Equity ETF(CGIC), totaling $3.68 Mil. This investment constitutes 2.27% of their stock portfolio, and SARD WEALTH MANAGEMENT GROUP, LLC now holds 1.35% of the outstanding Capital Group International Core Equity ETF(CGIC) stock.
The initial trade took place in 2025Q2. And since then SARD WEALTH MANAGEMENT GROUP, LLC has made 1 purchases of CGIC, at an average price of $27.31, for a total of 126,549.00 shares. Based on historical transaction data and CGIC's current price of $29.85, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his CGIC holdings is $321,434.46, reflecting a 9.30% gain to date.
SARD WEALTH MANAGEMENT GROUP, LLC CGIC ($29.85) Holding Chart
SARD WEALTH MANAGEMENT GROUP, LLC CGIC ($29.85) 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
