WNY Asset Management, LLC CGSD Holdings History
WNY Asset Management, LLC's Capital Group Short Duration Income ETF Holding Summary
As of 2025-03-31, WNY Asset Management, LLC held 901,933.00 shares of Capital Group Short Duration Income ETF(CGSD), totaling $23.28 Mil. This investment constitutes 2.77% of their stock portfolio, and WNY Asset Management, LLC now holds 2.66% of the outstanding Capital Group Short Duration Income ETF(CGSD) stock.
The initial trade took place in 2023Q1. And since then WNY Asset Management, LLC has made 8 purchases of CGSD, at an average price of $25.44, for a total of 993,291.00 shares. In addition, there have been 1 sales at an average price of $25.74 for 91,358.00 shares. Based on historical transaction data and CGSD's current price of $25.96, WNY Asset Management, LLC's estimated gain on his CGSD holdings is $499,792.67, reflecting a 1.98% gain to date.
WNY Asset Management, LLC CGSD ($25.96) Holding Chart
WNY Asset Management, LLC CGSD ($25.96) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
