EQ WEALTH ADVISORS, LLC CGGR Holdings History
Number of Shares
204,138.00
Current Holdings Value*
$6.99 Mil
% of Portfolio
5.57%
Total Estimate Gain
$893,501.59
% of Total Estimate Gain
11.85%
EQ WEALTH ADVISORS, LLC's Capital Group Growth ETF Holding Summary
As of 2025-03-31, EQ WEALTH ADVISORS, LLC held 204,138.00 shares of Capital Group Growth ETF(CGGR), totaling $6.99 Mil. This investment constitutes 5.57% of their stock portfolio, and EQ WEALTH ADVISORS, LLC now holds 0.06% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2024Q4. And since then EQ WEALTH ADVISORS, LLC has made 1 purchases of CGGR, at an average price of $36.92, for a total of 204,138.00 shares. Based on historical transaction data and CGGR's current price of $41.30, EQ WEALTH ADVISORS, LLC's estimated gain on his CGGR holdings is $893,501.59, reflecting a 11.85% gain to date.
EQ WEALTH ADVISORS, LLC CGGR ($41.30) Holding Chart
EQ 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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