Number of Shares
56,106.00
Current Holdings Value*
$1.53 Mil
% of Portfolio
1.04%
Total Estimate Gain
$16,505.37
% of Total Estimate Gain
1.08%

SEAMOUNT FINANCIAL GROUP INC's Capital Group U.S. Multi-Sector Income Holding Summary

As of 2025-03-31, SEAMOUNT FINANCIAL GROUP INC held 56,106.00 shares of Capital Group U.S. Multi-Sector Income(CGMS), totaling $1.53 Mil. This investment constitutes 1.04% of their stock portfolio, and SEAMOUNT FINANCIAL GROUP INC now holds 0.08% of the outstanding Capital Group U.S. Multi-Sector Income(CGMS) stock.

The initial trade took place in 2023Q4. And since then SEAMOUNT FINANCIAL GROUP INC has made 5 purchases of CGMS, at an average price of $27.20, for a total of 56,106.00 shares. Based on historical transaction data and CGMS's current price of $27.50, SEAMOUNT FINANCIAL GROUP INC's estimated gain on his CGMS holdings is $16,505.37, reflecting a 1.08% gain to date.

SEAMOUNT FINANCIAL GROUP INC CGMS ($27.50) Holding Chart

SEAMOUNT FINANCIAL GROUP INC CGMS ($27.50) 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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