WNY Asset Management, LLC CGCP Holdings History
WNY Asset Management, LLC's Capital Group Core Plus Income ETF Holding Summary
As of 2025-03-31, WNY Asset Management, LLC held 4.02 Mil shares of Capital Group Core Plus Income ETF(CGCP), totaling $90.28 Mil. This investment constitutes 10.74% of their stock portfolio, and WNY Asset Management, LLC now holds 1.9% of the outstanding Capital Group Core Plus Income ETF(CGCP) stock.
The initial trade took place in 2022Q4. And since then WNY Asset Management, LLC has made 9 purchases of CGCP, at an average price of $22.48, for a total of 4.24 Mil shares. In addition, there have been 1 sales at an average price of $21.83 for 219,326.00 shares. Based on historical transaction data and CGCP's current price of $22.27, WNY Asset Management, LLC's estimated gain on his CGCP holdings is $-994,972.73, reflecting a -1.04% gain to date.
WNY Asset Management, LLC CGCP ($22.27) Holding Chart
WNY Asset Management, LLC CGCP ($22.27) 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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