Ridgeline Wealth Planning, LLC CGGR Holdings History
Ridgeline Wealth Planning, LLC's Capital Group Growth ETF Holding Summary
As of 2025-03-31, Ridgeline Wealth Planning, LLC held 104,755.00 shares of Capital Group Growth ETF(CGGR), totaling $3.59 Mil. This investment constitutes 3.53% of their stock portfolio, and Ridgeline Wealth Planning, LLC now holds 0.03% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2024Q4. And since then Ridgeline Wealth Planning, LLC has made 1 purchases of CGGR, at an average price of $36.78, for a total of 104,755.00 shares. Based on historical transaction data and CGGR's current price of $41.30, Ridgeline Wealth Planning, LLC's estimated gain on his CGGR holdings is $473,545.00, reflecting a 12.29% gain to date.
Ridgeline Wealth Planning, LLC CGGR ($41.30) Holding Chart
Ridgeline Wealth Planning, LLC CGGR ($41.30) 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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