Number of Shares
167,711.00
Current Holdings Value*
$6.82 Mil
% of Portfolio
4.4%
Total Estimate Gain
$738,989.80
% of Total Estimate Gain
11.33%

Swisher Financial Concepts, Inc.'s Capital Group Growth ETF Holding Summary

As of 2025-06-30, Swisher Financial Concepts, Inc. held 167,711.00 shares of Capital Group Growth ETF(CGGR), totaling $6.82 Mil. This investment constitutes 4.4% of their stock portfolio, and Swisher Financial Concepts, Inc. now holds 0.05% of the outstanding Capital Group Growth ETF(CGGR) stock.

The initial trade took place in 2024Q3. And since then Swisher Financial Concepts, Inc. has made 3 purchases of CGGR, at an average price of $36.89, for a total of 176,819.00 shares. In addition, there have been 1 sales at an average price of $36.77 for 9,108.00 shares. Based on historical transaction data and CGGR's current price of $41.30, Swisher Financial Concepts, Inc.'s estimated gain on his CGGR holdings is $738,989.80, reflecting a 11.33% gain to date.

Swisher Financial Concepts, Inc. CGGR ($41.30) Holding Chart

Swisher Financial Concepts, Inc. 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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