IFP Advisors, Inc CGGR Holdings History

Number of Shares
382,358.00
Current Holdings Value*
$13.10 Mil
% of Portfolio
0.4%
Total Estimate Gain
$1.68 Mil
% of Total Estimate Gain
11.51%

IFP Advisors, Inc's Capital Group Growth ETF Holding Summary

As of 2025-03-31, IFP Advisors, Inc held 382,358.00 shares of Capital Group Growth ETF(CGGR), totaling $13.10 Mil. This investment constitutes 0.4% of their stock portfolio, and IFP Advisors, Inc now holds 0.13% of the outstanding Capital Group Growth ETF(CGGR) stock.

The initial trade took place in 2022Q1. And since then IFP Advisors, Inc has made 8 purchases of CGGR, at an average price of $36.73, for a total of 397,388.00 shares. In addition, there have been 4 sales at an average price of $25.75 for 15,030.00 shares. Based on historical transaction data and CGGR's current price of $41.56, IFP Advisors, Inc's estimated gain on his CGGR holdings is $1.68 Mil, reflecting a 11.51% gain to date.

IFP Advisors, Inc CGGR ($41.56) Holding Chart

IFP Advisors, Inc 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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