Holistic Planning, LLC Capital Group Growth ETF Shs C Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Holistic Planning, LLC holds 27,559 shares of CGGR stock, worth $1.03 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
27,559
Previous 42,391 34.99%
Holding current value
$1.03 Million
Previous $1.36 Billion 29.3%
% of portfolio
0.41%
Previous 1.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$30.71 - $34.79 $455,490 - $516,005
-14,832 Reduced 34.99%
27,559 $959 Million
Q1 2024

May 01, 2024
SELL
$27.54 - $32.16 $196,222 - $229,139
-7,125 Reduced 14.39%
42,391 $1.36 Billion
Q4 2023

Feb 14, 2024
BUY
$23.4 - $28.47 $1.16 Million - $1.41 Million
49,516 New
49,516 $1.4 Billion

Others Institutions Holding CGGR

# of Institutions
363
Shares Held
156M
Call Options Held
0
Put Options Held
5.9K
View Full List

About CAPITAL GROUP GROWTH ETF SHS C

CGGR Quotes by TradingView
  • Ticker CGGR
  • Sector ETFs
  • Industry ETFs
More about CGGR
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