Financial Security Advisor, Inc. CGGR Holdings History
Financial Security Advisor, Inc.'s Capital Group Growth ETF Holding Summary
As of 2025-03-31, Financial Security Advisor, Inc. held 2.05 Mil shares of Capital Group Growth ETF(CGGR), totaling $70.18 Mil. This investment constitutes 17.8% of their stock portfolio, and Financial Security Advisor, Inc. now holds 0.68% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2023Q3. And since then Financial Security Advisor, Inc. has made 5 purchases of CGGR, at an average price of $25.74, for a total of 2.12 Mil shares. In addition, there have been 1 sales at an average price of $36.77 for 67,796.00 shares. Based on historical transaction data and CGGR's current price of $40.47, Financial Security Advisor, Inc.'s estimated gain on his CGGR holdings is $30.93 Mil, reflecting a 56.78% gain to date.
Financial Security Advisor, Inc. CGGR ($40.47) Holding Chart
Financial Security Advisor, Inc. CGGR ($40.47) 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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