Number of Shares
427,727.00
Current Holdings Value*
$14.65 Mil
% of Portfolio
7.9%
Total Estimate Gain
$8.25 Mil
% of Total Estimate Gain
63.77%

Financial Council, LLC's Capital Group Growth ETF Holding Summary

As of 2025-03-31, Financial Council, LLC held 427,727.00 shares of Capital Group Growth ETF(CGGR), totaling $14.65 Mil. This investment constitutes 7.9% of their stock portfolio, and Financial Council, LLC now holds 0.13% of the outstanding Capital Group Growth ETF(CGGR) stock.

The initial trade took place in 2022Q2. And since then Financial Council, LLC has made 7 purchases of CGGR, at an average price of $22.13, for a total of 584,548.00 shares. In addition, there have been 5 sales at an average price of $22.47 for 156,821.00 shares. Based on historical transaction data and CGGR's current price of $41.30, Financial Council, LLC's estimated gain on his CGGR holdings is $8.25 Mil, reflecting a 63.77% gain to date.

Financial Council, LLC CGGR ($41.30) Holding Chart

Financial Council, 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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