5T Wealth, LLC CGGR Holdings History
Number of Shares
145,982.00
Current Holdings Value*
$5.00 Mil
% of Portfolio
2.68%
Total Estimate Gain
$662,092.76
% of Total Estimate Gain
12.23%
5T Wealth, LLC's Capital Group Growth ETF Holding Summary
As of 2025-03-31, 5T Wealth, LLC held 145,982.00 shares of Capital Group Growth ETF(CGGR), totaling $5.00 Mil. This investment constitutes 2.68% of their stock portfolio, and 5T Wealth, LLC now holds 0.04% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $37.42 for 1,222.00 shares. Based on historical transaction data and CGGR's current price of $41.30, 5T Wealth, LLC's estimated gain on his CGGR holdings is $662,092.76, reflecting a 12.23% gain to date.
5T Wealth, LLC CGGR ($41.30) Holding Chart
5T Wealth, LLC CGGR ($41.30) 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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