Acorn Financial Advisory Services Inc Capital Group Growth ETF Shs C Transaction History

Acorn Financial Advisory Services Inc

$461 Million
Q1 2025

A detailed history of Acorn Financial Advisory Services Inc transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 10,800 shares of CGGR stock, worth $411,804. This represents 0.08% of its overall portfolio holdings.

Number of Shares

10,800

Previous 14,667 26.37%

Holding current value

$411,804

Previous $545,000 32.29%

% of portfolio

0.08%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$33.98 - $39.84 $131,400 - $154,061	-3,867 Reduced 26.37%	10,800 $369,000
Q4 2024 Feb 14, 2025	SELL	$34.49 - $39.24 $5,449 - $6,199	-158 Reduced 1.07%	14,667 $545,000
Q3 2024 Nov 01, 2024	BUY	$30.71 - $34.79 $128,459 - $145,526	4,183 Added 39.31%	14,825 $515,000
Q1 2024 May 08, 2024	SELL	$27.54 - $32.16 $22,059 - $25,760	-801 Reduced 7.0%	10,642 $340,000
Q4 2023 Jan 17, 2024	SELL	$23.4 - $28.47 $216,216 - $263,062	-9,240 Reduced 44.67%	11,443 $323,000
Q3 2023 Oct 10, 2023	SELL	$24.23 - $26.44 $17,397 - $18,983	-718 Reduced 3.35%	20,683 $506,000
Q2 2023 Jul 20, 2023	BUY	$21.86 - $25.23 $467,825 - $539,947	21,401 New	21,401 $539,000

Others Institutions Holding CGGR

# of Institutions

468

Shares Held

221M

Call Options Held

Put Options Held

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About CAPITAL GROUP GROWTH ETF SHS C

Ticker CGGR
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Acorn Financial Advisory Services Inc Capital Group Growth ETF Shs C Transaction History