Number of Shares
393,161.00
Current Holdings Value*
$10.73 Mil
% of Portfolio
1.04%
Total Estimate Gain
$31,120.54
% of Total Estimate Gain
0.29%

Smartleaf Asset Management LLC's Capital Group U.S. Multi-Sector Income Holding Summary

As of 2025-03-31, Smartleaf Asset Management LLC held 393,161.00 shares of Capital Group U.S. Multi-Sector Income(CGMS), totaling $10.73 Mil. This investment constitutes 1.04% of their stock portfolio, and Smartleaf Asset Management LLC now holds 0.53% of the outstanding Capital Group U.S. Multi-Sector Income(CGMS) stock.

The initial trade took place in 2024Q3. And since then Smartleaf Asset Management LLC has made 3 purchases of CGMS, at an average price of $27.48, for a total of 393,161.00 shares. Based on historical transaction data and CGMS's current price of $27.56, Smartleaf Asset Management LLC's estimated gain on his CGMS holdings is $31,120.54, reflecting a 0.29% gain to date.

Smartleaf Asset Management LLC CGMS ($27.56) Holding Chart

Smartleaf Asset Management LLC CGMS ($27.56) 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 %

Top Ranked Articles

  • 1