KESTRA PRIVATE WEALTH SERVICES, LLC CGGR Holdings History
KESTRA PRIVATE WEALTH SERVICES, LLC's Capital Group Growth ETF Holding Summary
As of 2025-03-31, KESTRA PRIVATE WEALTH SERVICES, LLC held 314,342.00 shares of Capital Group Growth ETF(CGGR), totaling $10.77 Mil. This investment constitutes 0.18% of their stock portfolio, and KESTRA PRIVATE WEALTH SERVICES, LLC now holds 0.1% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2023Q3. And since then KESTRA PRIVATE WEALTH SERVICES, LLC has made 7 purchases of CGGR, at an average price of $34.10, for a total of 314,342.00 shares. Based on historical transaction data and CGGR's current price of $40.49, KESTRA PRIVATE WEALTH SERVICES, LLC's estimated gain on his CGGR holdings is $2.01 Mil, reflecting a 18.76% gain to date.
KESTRA PRIVATE WEALTH SERVICES, LLC CGGR ($40.49) Holding Chart
KESTRA PRIVATE WEALTH SERVICES, LLC CGGR ($40.49) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
