Total Clarity Wealth Management, Inc. CGUS Holdings History
Total Clarity Wealth Management, Inc.'s Capital Group Core Equity ETF Holding Summary
As of 2025-03-31, Total Clarity Wealth Management, Inc. held 13,826.00 shares of Capital Group Core Equity ETF(CGUS), totaling $483,480.00. This investment constitutes 0.16% of their stock portfolio, and Total Clarity Wealth Management, Inc. now holds 0.01% of the outstanding Capital Group Core Equity ETF(CGUS) stock.
The initial trade took place in 2024Q1. And since then Total Clarity Wealth Management, Inc. has made 4 purchases of CGUS, at an average price of $30.70, for a total of 16,026.00 shares. In addition, there have been 1 sales at an average price of $35.13 for 2,200.00 shares. Based on historical transaction data and CGUS's current price of $38.18, Total Clarity Wealth Management, Inc.'s estimated gain on his CGUS holdings is $113,111.68, reflecting a 22.99% gain to date.
Total Clarity Wealth Management, Inc. CGUS ($38.18) Holding Chart
Total Clarity Wealth Management, Inc. CGUS ($38.18) 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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