Number of Shares
55,038.00
Current Holdings Value*
$1.99 Mil
% of Portfolio
0.5%
Total Estimate Gain
$406,609.79
% of Total Estimate Gain
3.72%

Atlas Legacy Advisors, LLC's Capital Group Growth ETF Holding Summary

As of 2025-03-31, Atlas Legacy Advisors, LLC held 55,038.00 shares of Capital Group Growth ETF(CGGR), totaling $1.99 Mil. This investment constitutes 0.5% of their stock portfolio, and Atlas Legacy Advisors, LLC now holds 0.02% 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 241,981.00 shares. Based on historical transaction data and CGGR's current price of $41.30, Atlas Legacy Advisors, LLC's estimated gain on his CGGR holdings is $406,609.79, reflecting a 3.72% gain to date.

Atlas Legacy Advisors, LLC CGGR ($41.30) Holding Chart

Atlas Legacy Advisors, 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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