Wr Wealth Planners, LLC Capital Group Global Growth Eq Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 30,094 shares of CGGO stock, worth $854,970. This represents 0.29% of its overall portfolio holdings.

Number of Shares

30,094

Previous 76,961 60.9%

Holding current value

$854,970

Previous $2.32 Million 62.11%

% of portfolio

0.29%

Previous 0.67%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$29.21 - $30.67 $1.37 Million - $1.44 Million	-46,867 Reduced 60.9%	30,094 $879,000
Q3 2024 Oct 17, 2024	SELL	$27.25 - $30.52 $358,855 - $401,917	-13,169 Reduced 14.61%	76,961 $2.32 Million
Q2 2024 Jul 31, 2024	BUY	$27.26 - $30.04 $269,601 - $297,095	9,890 Added 12.33%	90,130 $2.65 Million
Q1 2024 Jul 31, 2024	BUY	$25.15 - $28.93 $1.55 Million - $1.79 Million	61,751 Added 333.99%	80,240 $2.31 Million
Q4 2023 Jul 30, 2024	BUY	$22.13 - $25.85 $409,161 - $477,940	18,489 New	18,489 $475,000
Q3 2023 Aug 01, 2024	BUY	$22.72 - $24.86 $31,671 - $34,654	1,394 Added 46.92%	4,365 $100 Million
Q2 2023 Aug 01, 2024	SELL	$22.96 - $24.47 $2 Million - $2.13 Million	-87,159 Reduced 96.7%	2,971 $72.2 Million
Q1 2023 Aug 01, 2024	SELL	$21.09 - $23.13 $1.84 Million - $2.02 Million	-87,159 Reduced 96.7%	2,971 $68.5 Million
Q4 2022 Oct 10, 2024	BUY	$18.69 - $22.11 $17,007 - $20,120	910 Added 44.15%	2,971 $62.4 Million
Q3 2022 Oct 10, 2024	SELL	$18.7 - $22.43 $1.65 Million - $1.98 Million	-88,069 Reduced 97.71%	2,061 $38.5 Million

Others Institutions Holding CGGO

# of Institutions

305

Shares Held

133M

Call Options Held

Put Options Held

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About CAPITAL GROUP GLOBAL GROWTH EQ

Ticker CGGO
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Wr Wealth Planners, LLC Capital Group Global Growth Eq Transaction History