Worth Financial Advisory Group, LLC CGXU Holdings History
Worth Financial Advisory Group, LLC's Capital Group International Focus Equity ETF Holding Summary
As of 2025-06-30, Worth Financial Advisory Group, LLC held 160,864.00 shares of Capital Group International Focus Equity ETF(CGXU), totaling $4.36 Mil. This investment constitutes 2.68% of their stock portfolio, and Worth Financial Advisory Group, LLC now holds 0.12% of the outstanding Capital Group International Focus Equity ETF(CGXU) stock.
The initial trade took place in 2023Q1. And since then Worth Financial Advisory Group, LLC has made 9 purchases of CGXU, at an average price of $23.18, for a total of 161,520.00 shares. In addition, there have been 1 sales at an average price of $23.15 for 656.00 shares. Based on historical transaction data and CGXU's current price of $27.09, Worth Financial Advisory Group, LLC's estimated gain on his CGXU holdings is $628,932.80, reflecting a 16.80% gain to date.
Worth Financial Advisory Group, LLC CGXU ($27.09) Holding Chart
Worth Financial Advisory Group, LLC CGXU ($27.09) 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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