Lodestone Wealth Management LLC Capital Group Growth ETF Shs C Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 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 19,416 shares of CGGR stock, worth $679,365. This represents 0.34% of its overall portfolio holdings.
Number of Shares
19,416
Previous 19,392
0.12%
Holding current value
$679,365
Previous $620 Million
2.94%
% of portfolio
0.34%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding CGGR
# of Institutions
335Shares Held
133MCall Options Held
1.8KPut Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA17.1MShares$599 Million5.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.98MShares$349 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC8.96MShares$314 Million0.47% of portfolio
-
Bank Of America Corp Charlotte, NC7.94MShares$278 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO5.77MShares$202 Million0.19% of portfolio