Clearview Wealth Advisors LLC CGGR Holdings History
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 $41.30, Clearview Wealth Advisors LLC's estimated gain on his CGGR holdings is $1.80 Mil, reflecting a 28.35% gain to date.
Clearview Wealth Advisors LLC CGGR ($41.30) Holding Chart
Clearview 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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