MISSION WEALTH MANAGEMENT, LP CGGR Holdings History
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 % |
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