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

Baker Tilly Wealth Management, LLC

  • $239 Million
  • Q2 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 13,205 shares of CGGR stock, worth $457,949. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,205
Previous 20,705 36.22%
Holding current value
$457,949
Previous $662,000 34.44%
% of portfolio
0.18%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
SELL
$30.03 - $33.13 $225,225 - $248,475
-7,500 Reduced 36.22%
13,205 $434,000
Q1 2024

May 09, 2024
BUY
$27.54 - $32.16 $22,858 - $26,692
830 Added 4.18%
20,705 $662,000
Q4 2023

Jan 10, 2024
BUY
$23.4 - $28.47 $58,032 - $70,605
2,480 Added 14.26%
19,875 $561,000
Q3 2023

Oct 10, 2023
BUY
$24.23 - $26.44 $183,542 - $200,283
7,575 Added 77.14%
17,395 $426,000
Q2 2023

Jul 20, 2023
BUY
$21.86 - $25.23 $214,665 - $247,758
9,820 New
9,820 $247,000

Others Institutions Holding CGGR

# of Institutions
333
Shares Held
133M
Call Options Held
1.8K
Put Options Held
0
View Full List

About CAPITAL GROUP GROWTH ETF SHS C

CGGR Quotes by TradingView
  • Ticker CGGR
  • Sector ETFs
  • Industry ETFs
More about CGGR
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email