Number of Shares
184,965.00
Current Holdings Value*
$6.34 Mil
% of Portfolio
4.73%
Total Estimate Gain
$1.78 Mil
% of Total Estimate Gain
27.98%

Clearview Wealth Advisors LLC's Capital Group Growth ETF Holding Summary

As of 2025-03-31, Clearview Wealth Advisors LLC held 184,965.00 shares of Capital Group Growth ETF(CGGR), totaling $6.34 Mil. This investment constitutes 4.73% of their stock portfolio, and Clearview Wealth Advisors LLC now holds 0.06% of the outstanding Capital Group Growth ETF(CGGR) stock.

The initial trade took place in 2024Q2. And since then Clearview Wealth Advisors LLC has made 3 purchases of CGGR, at an average price of $31.97, for a total of 198,457.00 shares. In addition, there have been 1 sales at an average price of $37.42 for 13,492.00 shares. Based on historical transaction data and CGGR's current price of $41.18, Clearview Wealth Advisors LLC's estimated gain on his CGGR holdings is $1.78 Mil, reflecting a 27.98% gain to date.

Clearview Wealth Advisors LLC CGGR ($41.18) Holding Chart

Clearview Wealth Advisors LLC CGGR ($41.18) 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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