BetterWealth, LLC CGGR Holdings History
Number of Shares
201,118.00
Current Holdings Value*
$8.18 Mil
% of Portfolio
2.09%
Total Estimate Gain
$922,832.55
% of Total Estimate Gain
12.47%
BetterWealth, LLC's Capital Group Growth ETF Holding Summary
As of 2025-06-30, BetterWealth, LLC held 201,118.00 shares of Capital Group Growth ETF(CGGR), totaling $8.18 Mil. This investment constitutes 2.09% of their stock portfolio, and BetterWealth, LLC now holds 0.06% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2024Q4. And since then BetterWealth, LLC has made 3 purchases of CGGR, at an average price of $36.80, for a total of 201,118.00 shares. Based on historical transaction data and CGGR's current price of $41.39, BetterWealth, LLC's estimated gain on his CGGR holdings is $922,832.55, reflecting a 12.47% gain to date.
BetterWealth, LLC CGGR ($41.39) Holding Chart
BetterWealth, LLC CGGR ($41.39) 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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