Avantax Planning Partners, Inc. Capital Group Growth ETF Shs C Transaction History
Avantax Planning Partners, Inc.
- $3.11 Billion
- Q2 2025
A detailed history of Avantax Planning Partners, Inc. transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 14,964 shares of CGGR stock, worth $659,463. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,964
Previous 15,995
6.45%
Holding current value
$659,463
Previous $547,000
11.15%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding CGGR
# of Institutions
509Shares Held
254MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC30MShares$1.32 Billion0.43% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA22.3MShares$981 Million8.56% of portfolio
-
Commonwealth Equity Services, LLC12.7MShares$560 Million0.72% of portfolio
-
Morgan Stanley New York, NY11.9MShares$523 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC11.5MShares$506 Million0.04% of portfolio