Number of Shares
459,693.00
Current Holdings Value*
$11.25 Mil
% of Portfolio
3.5%
Total Estimate Gain
$715,543.10
% of Total Estimate Gain
6.07%

Strata Wealth Advisors, LLC's Capital Group International Focus Equity ETF Holding Summary

As of 2025-03-31, Strata Wealth Advisors, LLC held 459,693.00 shares of Capital Group International Focus Equity ETF(CGXU), totaling $11.25 Mil. This investment constitutes 3.5% of their stock portfolio, and Strata Wealth Advisors, LLC now holds 0.34% of the outstanding Capital Group International Focus Equity ETF(CGXU) stock.

The initial trade took place in 2024Q4. And since then Strata Wealth Advisors, LLC has made 2 purchases of CGXU, at an average price of $25.65, for a total of 459,693.00 shares. Based on historical transaction data and CGXU's current price of $27.21, Strata Wealth Advisors, LLC's estimated gain on his CGXU holdings is $715,543.10, reflecting a 6.07% gain to date.

Strata Wealth Advisors, LLC CGXU ($27.21) Holding Chart

Strata Wealth Advisors, LLC CGXU ($27.21) 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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