Number of Shares
180,433.00
Current Holdings Value*
$4.90 Mil
% of Portfolio
3.16%
Total Estimate Gain
$351,443.95
% of Total Estimate Gain
6.87%

Swisher Financial Concepts, Inc.'s Capital Group International Focus Equity ETF Holding Summary

As of 2025-06-30, Swisher Financial Concepts, Inc. held 180,433.00 shares of Capital Group International Focus Equity ETF(CGXU), totaling $4.90 Mil. This investment constitutes 3.16% of their stock portfolio, and Swisher Financial Concepts, Inc. now holds 0.13% of the outstanding Capital Group International Focus Equity ETF(CGXU) stock.

The initial trade took place in 2023Q4. And since then Swisher Financial Concepts, Inc. has made 4 purchases of CGXU, at an average price of $25.36, for a total of 201,805.00 shares. In addition, there have been 2 sales at an average price of $26.03 for 21,372.00 shares. Based on historical transaction data and CGXU's current price of $27.23, Swisher Financial Concepts, Inc.'s estimated gain on his CGXU holdings is $351,443.95, reflecting a 6.87% gain to date.

Swisher Financial Concepts, Inc. CGXU ($27.23) Holding Chart

Swisher Financial Concepts, Inc. CGXU ($27.23) 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