Number of Shares
413,133.00
Current Holdings Value*
$14.15 Mil
% of Portfolio
0.35%
Total Estimate Gain
$1.41 Mil
% of Total Estimate Gain
9.11%

MISSION WEALTH MANAGEMENT, LP's Capital Group Growth ETF Holding Summary

As of 2025-03-31, MISSION WEALTH MANAGEMENT, LP held 413,133.00 shares of Capital Group Growth ETF(CGGR), totaling $14.15 Mil. This investment constitutes 0.35% of their stock portfolio, and MISSION WEALTH MANAGEMENT, LP now holds 0.12% of the outstanding Capital Group Growth ETF(CGGR) stock.

The initial trade took place in 2025Q1. And since then MISSION WEALTH MANAGEMENT, LP has made 1 purchases of CGGR, at an average price of $37.42, for a total of 413,133.00 shares. Based on historical transaction data and CGGR's current price of $40.83, MISSION WEALTH MANAGEMENT, LP's estimated gain on his CGGR holdings is $1.41 Mil, reflecting a 9.11% gain to date.

MISSION WEALTH MANAGEMENT, LP CGGR ($40.83) Holding Chart

MISSION WEALTH MANAGEMENT, LP CGGR ($40.83) 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