Centerline Wealth Advisors, LLC CGGR Holdings History
Centerline Wealth Advisors, LLC's Capital Group Growth ETF Holding Summary
As of 2025-06-30, Centerline Wealth Advisors, LLC held 206,093.00 shares of Capital Group Growth ETF(CGGR), totaling $8.38 Mil. This investment constitutes 4.11% of their stock portfolio, and Centerline Wealth Advisors, LLC now holds 0.06% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $36.68 for 88,168.00 shares. Based on historical transaction data and CGGR's current price of $41.30, Centerline Wealth Advisors, LLC's estimated gain on his CGGR holdings is $925,862.81, reflecting a 8.56% gain to date.
Centerline Wealth Advisors, LLC CGGR ($41.30) Holding Chart
Centerline Wealth 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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