Number of Shares
142,965.00
Current Holdings Value*
$4.18 Mil
% of Portfolio
4.15%
Total Estimate Gain
$281,641.05
% of Total Estimate Gain
6.57%

LEGACY CAPITAL WEALTH MANAGEMENT, LLC's Capital Group Global Growth Equity ETF Holding Summary

As of 2024-12-31, LEGACY CAPITAL WEALTH MANAGEMENT, LLC held 142,965.00 shares of Capital Group Global Growth Equity ETF(CGGO), totaling $4.18 Mil. This investment constitutes 4.15% of their stock portfolio, and LEGACY CAPITAL WEALTH MANAGEMENT, LLC now holds 0.08% of the outstanding Capital Group Global Growth Equity ETF(CGGO) stock.

The initial trade took place in 2024Q4. Based on historical transaction data and CGGO's current price of $31.96, LEGACY CAPITAL WEALTH MANAGEMENT, LLC's estimated gain on his CGGO holdings is $281,641.05, reflecting a 6.57% gain to date.

LEGACY CAPITAL WEALTH MANAGEMENT, LLC CGGO ($31.96) Holding Chart

LEGACY CAPITAL WEALTH MANAGEMENT, LLC CGGO ($31.96) 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