SITTNER & NELSON, LLC CGUS Holdings History
SITTNER & NELSON, LLC's Capital Group Core Equity ETF Holding Summary
As of 2025-03-31, SITTNER & NELSON, LLC held 76,918.00 shares of Capital Group Core Equity ETF(CGUS), totaling $2.57 Mil. This investment constitutes 1.1% of their stock portfolio, and SITTNER & NELSON, LLC now holds 0.05% of the outstanding Capital Group Core Equity ETF(CGUS) stock.
The initial trade took place in 2022Q3. And since then SITTNER & NELSON, LLC has made 8 purchases of CGUS, at an average price of $30.75, for a total of 76,918.00 shares. Based on historical transaction data and CGUS's current price of $37.56, SITTNER & NELSON, LLC's estimated gain on his CGUS holdings is $523,744.51, reflecting a 22.14% gain to date.
SITTNER & NELSON, LLC CGUS ($37.56) Holding Chart
SITTNER & NELSON, LLC CGUS ($37.56) 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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