Number of Shares
1.64 Mil
Current Holdings Value*
$36.74 Mil
% of Portfolio
11.96%
Total Estimate Gain
$-164,844.29
% of Total Estimate Gain
-0.45%

Wood Tarver Financial Group, LLC's Capital Group Core Plus Income ETF Holding Summary

As of 2025-03-31, Wood Tarver Financial Group, LLC held 1.64 Mil shares of Capital Group Core Plus Income ETF(CGCP), totaling $36.74 Mil. This investment constitutes 11.96% of their stock portfolio, and Wood Tarver Financial Group, LLC now holds 0.77% of the outstanding Capital Group Core Plus Income ETF(CGCP) stock.

The initial trade took place in 2024Q4. And since then Wood Tarver Financial Group, LLC has made 1 purchases of CGCP, at an average price of $22.55, for a total of 1.64 Mil shares. Based on historical transaction data and CGCP's current price of $22.45, Wood Tarver Financial Group, LLC's estimated gain on his CGCP holdings is $-164,844.29, reflecting a -0.45% gain to date.

Wood Tarver Financial Group, LLC CGCP ($22.45) Holding Chart

Wood Tarver Financial Group, LLC CGCP ($22.45) 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