Number of Shares
106,161.00
Current Holdings Value*
$3.29 Mil
% of Portfolio
2.24%
Total Estimate Gain
$314,695.92
% of Total Estimate Gain
9.64%

SEAMOUNT FINANCIAL GROUP INC's Capital Group Core Balanced ETF Holding Summary

As of 2025-03-31, SEAMOUNT FINANCIAL GROUP INC held 106,161.00 shares of Capital Group Core Balanced ETF(CGBL), totaling $3.29 Mil. This investment constitutes 2.24% of their stock portfolio, and SEAMOUNT FINANCIAL GROUP INC now holds 0.17% of the outstanding Capital Group Core Balanced ETF(CGBL) stock.

The initial trade took place in 2024Q2. And since then SEAMOUNT FINANCIAL GROUP INC has made 4 purchases of CGBL, at an average price of $30.76, for a total of 106,161.00 shares. Based on historical transaction data and CGBL's current price of $33.72, SEAMOUNT FINANCIAL GROUP INC's estimated gain on his CGBL holdings is $314,695.92, reflecting a 9.64% gain to date.

SEAMOUNT FINANCIAL GROUP INC CGBL ($33.72) Holding Chart

SEAMOUNT FINANCIAL GROUP INC CGBL ($33.72) 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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