Number of Shares
2.05 Mil
Current Holdings Value*
$70.18 Mil
% of Portfolio
17.8%
Total Estimate Gain
$30.93 Mil
% of Total Estimate Gain
56.78%

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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