Sar Wealth Management Group, LLC Capital Group Growth ETF Shs C Transaction History
Sar Wealth Management Group, LLC
- $162 Billion
- Q2 2025
A detailed history of Sar Wealth Management Group, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 12,600 shares of CGGR stock, worth $526,680. This represents 0.32% of its overall portfolio holdings.
Number of Shares
12,600
Previous 12,629
0.23%
Holding current value
$526,680
Previous $433 Million
18.41%
% of portfolio
0.32%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding CGGR
# of Institutions
487Shares Held
230MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$954 Million0.32% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA21.8MShares$912 Million7.82% of portfolio
-
Commonwealth Equity Services, LLC12.4MShares$520 Million0.67% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$477 Million0.03% of portfolio
-
Envestnet Asset Management Inc10.4MShares$437 Million0.13% of portfolio