BELLEVUE ASSET MANAGEMENT, LLC CGGR Holdings History
BELLEVUE ASSET MANAGEMENT, LLC's Capital Group Growth ETF Holding Summary
As of 2025-03-31, BELLEVUE ASSET MANAGEMENT, LLC held 262,689.00 shares of Capital Group Growth ETF(CGGR), totaling $9.00 Mil. This investment constitutes 4.91% of their stock portfolio, and BELLEVUE ASSET MANAGEMENT, LLC now holds 0.09% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2023Q4. And since then BELLEVUE ASSET MANAGEMENT, LLC has made 3 purchases of CGGR, at an average price of $27.71, for a total of 264,279.00 shares. In addition, there have been 3 sales at an average price of $33.73 for 1,590.00 shares. Based on historical transaction data and CGGR's current price of $41.24, BELLEVUE ASSET MANAGEMENT, LLC's estimated gain on his CGGR holdings is $3.56 Mil, reflecting a 48.69% gain to date.
BELLEVUE ASSET MANAGEMENT, LLC CGGR ($41.24) Holding Chart
BELLEVUE ASSET MANAGEMENT, LLC CGGR ($41.24) 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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