Convergence Financial, LLC CGGR Holdings History
Convergence Financial, LLC's Capital Group Growth ETF Holding Summary
As of 2025-03-31, Convergence Financial, LLC held 61,061.00 shares of Capital Group Growth ETF(CGGR), totaling $2.09 Mil. This investment constitutes 0.41% of their stock portfolio, and Convergence Financial, LLC now holds 0.02% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2024Q2. And since then Convergence Financial, LLC has made 3 purchases of CGGR, at an average price of $36.65, for a total of 63,772.00 shares. In addition, there have been 1 sales at an average price of $33.14 for 2,711.00 shares. Based on historical transaction data and CGGR's current price of $41.30, Convergence Financial, LLC's estimated gain on his CGGR holdings is $274,104.90, reflecting a 11.73% gain to date.
Convergence Financial, LLC CGGR ($41.30) Holding Chart
Convergence Financial, 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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