Smith Thornton Advisors LLC CGMM Holdings History
Smith Thornton Advisors LLC's Capital Group U.S. Small and Mid Cap ETF Holding Summary
As of 2025-03-31, Smith Thornton Advisors LLC held 113,115.00 shares of Capital Group U.S. Small and Mid Cap ETF(CGMM), totaling $2.70 Mil. This investment constitutes 1.68% of their stock portfolio, and Smith Thornton Advisors LLC now holds -% of the outstanding Capital Group U.S. Small and Mid Cap ETF(CGMM) stock.
The initial trade took place in 2025Q1. And since then Smith Thornton Advisors LLC has made 1 purchases of CGMM, at an average price of $25.27, for a total of 113,115.00 shares. Based on historical transaction data and CGMM's current price of $27.47, Smith Thornton Advisors LLC's estimated gain on his CGMM holdings is $248,853.00, reflecting a 8.71% gain to date.
Smith Thornton Advisors LLC CGMM ($27.47) Holding Chart
Smith Thornton Advisors LLC CGMM ($27.47) 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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