WR Wealth Planners, LLC CGGR Holdings History
WR Wealth Planners, LLC's Capital Group Growth ETF Holding Summary
As of 2024-12-31, WR Wealth Planners, LLC held 114,882.00 shares of Capital Group Growth ETF(CGGR), totaling $4.27 Mil. This investment constitutes 1.37% of their stock portfolio, and WR Wealth Planners, LLC now holds 0.04% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2022Q2. And since then WR Wealth Planners, LLC has made 5 purchases of CGGR, at an average price of $28.52, for a total of 297,236.00 shares. In addition, there have been 2 sales at an average price of $36.09 for 182,354.00 shares. Based on historical transaction data and CGGR's current price of $41.30, WR Wealth Planners, LLC's estimated gain on his CGGR holdings is $2.85 Mil, reflecting a 33.60% gain to date.
WR Wealth Planners, LLC CGGR ($41.30) Holding Chart
WR Wealth Planners, 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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