Midwest Heritage Bank, FSB CGGR Holdings History
Number of Shares
280,082.00
Current Holdings Value*
$11.39 Mil
% of Portfolio
4.28%
Total Estimate Gain
$3.09 Mil
% of Total Estimate Gain
36.59%
Midwest Heritage Bank, FSB's Capital Group Growth ETF Holding Summary
As of 2025-06-30, Midwest Heritage Bank, FSB held 280,082.00 shares of Capital Group Growth ETF(CGGR), totaling $11.39 Mil. This investment constitutes 4.28% of their stock portfolio, and Midwest Heritage Bank, FSB now holds 0.09% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2022Q2. And since then Midwest Heritage Bank, FSB has made 12 purchases of CGGR, at an average price of $30.19, for a total of 280,082.00 shares. Based on historical transaction data and CGGR's current price of $41.24, Midwest Heritage Bank, FSB's estimated gain on his CGGR holdings is $3.09 Mil, reflecting a 36.59% gain to date.
Midwest Heritage Bank, FSB CGGR ($41.24) Holding Chart
Midwest Heritage Bank, FSB CGGR ($41.24) 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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