Synergy Investment Management, LLC Capital Group Growth ETF Shs C Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Synergy Investment Management, LLC holds 69,432 shares of CGGR stock, worth $2.9 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
69,432
Previous 62,255
11.53%
Holding current value
$2.9 Million
Previous $2.31 Billion
2.77%
% of portfolio
0.99%
Previous 1.0%
Shares
2 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