Olistico Wealth, LLC CGGR Holdings History
Olistico Wealth, LLC's Capital Group Growth ETF Holding Summary
As of 2025-06-30, Olistico Wealth, LLC held 131,219.00 shares of Capital Group Growth ETF(CGGR), totaling $5.33 Mil. This investment constitutes 2.96% of their stock portfolio, and Olistico Wealth, LLC now holds 0.04% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2023Q2. And since then Olistico Wealth, LLC has made 9 purchases of CGGR, at an average price of $30.16, for a total of 131,219.00 shares. Based on historical transaction data and CGGR's current price of $41.24, Olistico Wealth, LLC's estimated gain on his CGGR holdings is $1.45 Mil, reflecting a 36.75% gain to date.
Olistico Wealth, LLC CGGR ($41.24) Holding Chart
Olistico Wealth, LLC 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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