JSF Financial, LLC CGGR Holdings History
Number of Shares
938,778.00
Current Holdings Value*
$32.15 Mil
% of Portfolio
8.48%
Total Estimate Gain
$2.25 Mil
% of Total Estimate Gain
6.40%
JSF Financial, LLC's Capital Group Growth ETF Holding Summary
As of 2025-03-31, JSF Financial, LLC held 938,778.00 shares of Capital Group Growth ETF(CGGR), totaling $32.15 Mil. This investment constitutes 8.48% of their stock portfolio, and JSF Financial, LLC now holds 0.31% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2024Q4. And since then JSF Financial, LLC has made 2 purchases of CGGR, at an average price of $37.40, for a total of 938,778.00 shares. Based on historical transaction data and CGGR's current price of $39.80, JSF Financial, LLC's estimated gain on his CGGR holdings is $2.25 Mil, reflecting a 6.40% gain to date.
JSF Financial, LLC CGGR ($39.80) Holding Chart
JSF Financial, LLC CGGR ($39.80) 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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