WR Wealth Planners, LLC CGGO Holdings History
WR Wealth Planners, LLC's Capital Group Global Growth Equity ETF Holding Summary
As of 2024-12-31, WR Wealth Planners, LLC held 30,094.00 shares of Capital Group Global Growth Equity ETF(CGGO), totaling $879,360.00. This investment constitutes 0.28% of their stock portfolio, and WR Wealth Planners, LLC now holds 0.02% of the outstanding Capital Group Global Growth Equity ETF(CGGO) stock.
The initial trade took place in 2022Q3. And since then WR Wealth Planners, LLC has made 4 purchases of CGGO, at an average price of $26.64, for a total of 90,130.00 shares. In addition, there have been 2 sales at an average price of $29.84 for 60,036.00 shares. Based on historical transaction data and CGGO's current price of $32.20, WR Wealth Planners, LLC's estimated gain on his CGGO holdings is $359,392.56, reflecting a 14.97% gain to date.
WR Wealth Planners, LLC CGGO ($32.20) Holding Chart
WR Wealth Planners, LLC CGGO ($32.20) 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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