LongView Wealth Management CGGR Holdings History
Number of Shares
313,451.00
Current Holdings Value*
$10.74 Mil
% of Portfolio
3.22%
Total Estimate Gain
$3.50 Mil
% of Total Estimate Gain
38.44%
LongView Wealth Management's Capital Group Growth ETF Holding Summary
As of 2025-03-31, LongView Wealth Management held 313,451.00 shares of Capital Group Growth ETF(CGGR), totaling $10.74 Mil. This investment constitutes 3.22% of their stock portfolio, and LongView Wealth Management now holds 0.09% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2023Q4. And since then LongView Wealth Management has made 5 purchases of CGGR, at an average price of $29.07, for a total of 313,451.00 shares. Based on historical transaction data and CGGR's current price of $40.24, LongView Wealth Management's estimated gain on his CGGR holdings is $3.50 Mil, reflecting a 38.44% gain to date.
LongView Wealth Management CGGR ($40.24) Holding Chart
LongView Wealth Management CGGR ($40.24) 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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