WNY Asset Management, LLC CGGR Holdings History
WNY Asset Management, LLC's Capital Group Growth ETF Holding Summary
As of 2025-03-31, WNY Asset Management, LLC held 2.05 Mil shares of Capital Group Growth ETF(CGGR), totaling $70.05 Mil. This investment constitutes 8.33% of their stock portfolio, and WNY Asset Management, LLC now holds 0.68% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2022Q4. And since then WNY Asset Management, LLC has made 7 purchases of CGGR, at an average price of $36.24, for a total of 2.08 Mil shares. In addition, there have been 3 sales at an average price of $24.49 for 31,016.00 shares. Based on historical transaction data and CGGR's current price of $41.56, WNY Asset Management, LLC's estimated gain on his CGGR holdings is $10.51 Mil, reflecting a 13.97% gain to date.
WNY Asset Management, LLC CGGR ($41.56) Holding Chart
WNY Asset Management, LLC 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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