A&I FINANCIAL SERVICES, LLC CGGR Holdings History
Number of Shares
103,408.00
Current Holdings Value*
$4.20 Mil
% of Portfolio
2.37%
Total Estimate Gain
$453,261.91
% of Total Estimate Gain
11.87%
A&I FINANCIAL SERVICES, LLC's Capital Group Growth ETF Holding Summary
As of 2025-06-30, A&I FINANCIAL SERVICES, LLC held 103,408.00 shares of Capital Group Growth ETF(CGGR), totaling $4.20 Mil. This investment constitutes 2.37% of their stock portfolio, and A&I FINANCIAL SERVICES, LLC now holds 0.03% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2024Q4. And since then A&I FINANCIAL SERVICES, LLC has made 3 purchases of CGGR, at an average price of $36.92, for a total of 103,408.00 shares. Based on historical transaction data and CGGR's current price of $41.30, A&I FINANCIAL SERVICES, LLC's estimated gain on his CGGR holdings is $453,261.91, reflecting a 11.87% gain to date.
A&I FINANCIAL SERVICES, LLC CGGR ($41.30) Holding Chart
A&I FINANCIAL SERVICES, 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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