Axxcess Wealth Management, LLC Capital Group Growth ETF Shs C Transaction History

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 251,031 shares of CGGR stock, worth $9.57 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

251,031

Previous 193,525 29.72%

Holding current value

$9.57 Million

Previous $7.19 Million 19.52%

% of portfolio

0.24%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$33.98 - $39.84 $1.95 Million - $2.29 Million	57,506 Added 29.72%	251,031 $8.6 Million
Q4 2024 Feb 10, 2025	BUY	$34.49 - $39.24 $270,229 - $307,445	7,835 Added 4.22%	193,525 $7.19 Million
Q3 2024 Nov 04, 2024	BUY	$30.71 - $34.79 $69,373 - $78,590	2,259 Added 1.23%	185,690 $6.46 Million
Q2 2024 Aug 09, 2024	BUY	$30.03 - $33.13 $3.91 Million - $4.31 Million	130,160 Added 244.34%	183,431 $6.03 Million
Q1 2024 May 14, 2024	BUY	$27.54 - $32.16 $1.01 Million - $1.18 Million	36,721 Added 221.88%	53,271 $1.7 Million
Q4 2023 Feb 06, 2024	BUY	$23.4 - $28.47 $194,337 - $236,443	8,305 Added 100.73%	16,550 $467,000
Q3 2023 Nov 14, 2023	BUY	$24.23 - $26.44 $199,776 - $217,997	8,245 New	8,245 $202,000

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
Sector ETFs
Industry ETFs

More about CGGR

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Axxcess Wealth Management, LLC Capital Group Growth ETF Shs C Transaction History