Lodestone Wealth Management LLC Capital Group Growth ETF Shs C Transaction History
Lodestone Wealth Management LLC
- $200 Billion
- Q3 2024
A detailed history of Lodestone Wealth Management LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 25,129 shares of CGGR stock, worth $941,834. This represents 0.44% of its overall portfolio holdings.
Number of Shares
25,129
Previous 19,416
29.42%
Holding current value
$941,834
Previous $639 Million
36.9%
% of portfolio
0.44%
Previous 0.34%
Shares
6 transactions
Others Institutions Holding CGGR
# of Institutions
363Shares Held
156MCall Options Held
0Put Options Held
5.9K-
Capital Group Private Client Services, Inc. Los Angeles, CA19.4MShares$726 Million6.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$466 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$378 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC9.32MShares$349 Million0.49% of portfolio
-
Northwestern Mutual Wealth Management CO6.82MShares$255 Million0.21% of portfolio