REGATTA CAPITAL GROUP, LLC CGCV Holdings History
REGATTA CAPITAL GROUP, LLC's Capital Group Conservative Equity ETF Holding Summary
As of 2025-06-30, REGATTA CAPITAL GROUP, LLC held 65,278.00 shares of Capital Group Conservative Equity ETF(CGCV), totaling $1.87 Mil. This investment constitutes 0.32% of their stock portfolio, and REGATTA CAPITAL GROUP, LLC now holds 0.46% of the outstanding Capital Group Conservative Equity ETF(CGCV) stock.
The initial trade took place in 2025Q2. And since then REGATTA CAPITAL GROUP, LLC has made 1 purchases of CGCV, at an average price of $27.07, for a total of 65,278.00 shares. Based on historical transaction data and CGCV's current price of $29.29, REGATTA CAPITAL GROUP, LLC's estimated gain on his CGCV holdings is $144,917.16, reflecting a 8.20% gain to date.
REGATTA CAPITAL GROUP, LLC CGCV ($29.29) Holding Chart
REGATTA CAPITAL GROUP, LLC CGCV ($29.29) 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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