IAM Advisory, LLC CGGR Holdings History
IAM Advisory, LLC's Capital Group Growth ETF Holding Summary
As of 2025-06-30, IAM Advisory, LLC held 345,835.00 shares of Capital Group Growth ETF(CGGR), totaling $14.06 Mil. This investment constitutes 3.37% of their stock portfolio, and IAM Advisory, LLC now holds 0.11% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2023Q2. And since then IAM Advisory, LLC has made 5 purchases of CGGR, at an average price of $35.32, for a total of 349,137.00 shares. In addition, there have been 3 sales at an average price of $32.05 for 3,302.00 shares. Based on historical transaction data and CGGR's current price of $41.56, IAM Advisory, LLC's estimated gain on his CGGR holdings is $2.15 Mil, reflecting a 17.40% gain to date.
IAM Advisory, LLC CGGR ($41.56) Holding Chart
IAM Advisory, LLC CGGR ($41.56) 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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