Number of Shares
127,274.00
Current Holdings Value*
$4.36 Mil
% of Portfolio
5.73%
Total Estimate Gain
$2.13 Mil
% of Total Estimate Gain
42.81%

Bridgewealth Advisory Group, LLC's Capital Group Growth ETF Holding Summary

As of 2025-03-31, Bridgewealth Advisory Group, LLC held 127,274.00 shares of Capital Group Growth ETF(CGGR), totaling $4.36 Mil. This investment constitutes 5.73% of their stock portfolio, and Bridgewealth Advisory Group, LLC now holds 0.04% of the outstanding Capital Group Growth ETF(CGGR) stock.

The initial trade took place in 2023Q2. And since then Bridgewealth Advisory Group, LLC has made 7 purchases of CGGR, at an average price of $28.16, for a total of 176,478.00 shares. In addition, there have been 1 sales at an average price of $37.42 for 49,204.00 shares. Based on historical transaction data and CGGR's current price of $41.30, Bridgewealth Advisory Group, LLC's estimated gain on his CGGR holdings is $2.13 Mil, reflecting a 42.81% gain to date.

Bridgewealth Advisory Group, LLC CGGR ($41.30) Holding Chart

Bridgewealth Advisory Group, 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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