A&I FINANCIAL SERVICES, LLC CGGE Holdings History
Number of Shares
40,466.00
Current Holdings Value*
$1.18 Mil
% of Portfolio
0.67%
Total Estimate Gain
$90,643.84
% of Total Estimate Gain
8.31%
A&I FINANCIAL SERVICES, LLC's Capital Group Global Equity ETF Holding Summary
As of 2025-06-30, A&I FINANCIAL SERVICES, LLC held 40,466.00 shares of Capital Group Global Equity ETF(CGGE), totaling $1.18 Mil. This investment constitutes 0.67% of their stock portfolio, and A&I FINANCIAL SERVICES, LLC now holds 0.25% of the outstanding Capital Group Global Equity ETF(CGGE) stock.
The initial trade took place in 2025Q2. And since then A&I FINANCIAL SERVICES, LLC has made 1 purchases of CGGE, at an average price of $26.97, for a total of 40,466.00 shares. Based on historical transaction data and CGGE's current price of $29.21, A&I FINANCIAL SERVICES, LLC's estimated gain on his CGGE holdings is $90,643.84, reflecting a 8.31% gain to date.
A&I FINANCIAL SERVICES, LLC CGGE ($29.21) Holding Chart
A&I FINANCIAL SERVICES, LLC CGGE ($29.21) 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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