Alpha Financial Advisors, LLC CGGR Holdings History
Alpha Financial Advisors, LLC's Capital Group Growth ETF Holding Summary
As of 2025-03-31, Alpha Financial Advisors, LLC held 616,869.00 shares of Capital Group Growth ETF(CGGR), totaling $21.13 Mil. This investment constitutes 9.39% of their stock portfolio, and Alpha Financial Advisors, LLC now holds 0.19% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2024Q4. And since then Alpha Financial Advisors, LLC has made 2 purchases of CGGR, at an average price of $36.84, for a total of 616,869.00 shares. Based on historical transaction data and CGGR's current price of $40.89, Alpha Financial Advisors, LLC's estimated gain on his CGGR holdings is $2.50 Mil, reflecting a 10.99% gain to date.
Alpha Financial Advisors, LLC CGGR ($40.89) Holding Chart
Alpha Financial Advisors, LLC CGGR ($40.89) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
