Number of Shares
89,162.00
Current Holdings Value*
$3.05 Mil
% of Portfolio
1.33%
Total Estimate Gain
$1.26 Mil
% of Total Estimate Gain
44.93%

Wayfinding Financial, LLC's Capital Group Growth ETF Holding Summary

As of 2025-03-31, Wayfinding Financial, LLC held 89,162.00 shares of Capital Group Growth ETF(CGGR), totaling $3.05 Mil. This investment constitutes 1.33% of their stock portfolio, and Wayfinding Financial, LLC now holds 0.03% of the outstanding Capital Group Growth ETF(CGGR) stock.

The initial trade took place in 2023Q1. And since then Wayfinding Financial, LLC has made 3 purchases of CGGR, at an average price of $26.75, for a total of 105,017.00 shares. In addition, there have been 6 sales at an average price of $27.41 for 15,855.00 shares. Based on historical transaction data and CGGR's current price of $40.79, Wayfinding Financial, LLC's estimated gain on his CGGR holdings is $1.26 Mil, reflecting a 44.93% gain to date.

Wayfinding Financial, LLC CGGR ($40.79) Holding Chart

Wayfinding Financial, LLC CGGR ($40.79) 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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