Number of Shares
280,082.00
Current Holdings Value*
$11.39 Mil
% of Portfolio
4.28%
Total Estimate Gain
$3.18 Mil
% of Total Estimate Gain
37.65%

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 $41.56, Midwest Heritage Bank, FSB's estimated gain on his CGGR holdings is $3.18 Mil, reflecting a 37.65% gain to date.

Midwest Heritage Bank, FSB CGGR ($41.56) Holding Chart

Midwest Heritage Bank, FSB CGGR ($41.56) 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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