CWS Financial Advisors, LLC CGGR Holdings History
CWS Financial Advisors, LLC's Capital Group Growth ETF Holding Summary
As of 2025-03-31, CWS Financial Advisors, LLC held 105,825.00 shares of Capital Group Growth ETF(CGGR), totaling $3.62 Mil. This investment constitutes 1.14% of their stock portfolio, and CWS Financial Advisors, LLC now holds 0.04% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2022Q2. And since then CWS Financial Advisors, LLC has made 9 purchases of CGGR, at an average price of $25.71, for a total of 167,682.00 shares. In addition, there have been 3 sales at an average price of $20.66 for 61,857.00 shares. Based on historical transaction data and CGGR's current price of $41.56, CWS Financial Advisors, LLC's estimated gain on his CGGR holdings is $1.37 Mil, reflecting a 31.68% gain to date.
CWS Financial Advisors, LLC CGGR ($41.56) Holding Chart
CWS Financial Advisors, LLC CGGR ($41.56) 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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