Beacon Financial Advisory LLC Capital Group Growth ETF Shs C Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 62,005 shares of CGGR stock, worth $2.37 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
62,005
Previous 58,173
6.59%
Holding current value
$2.37 Million
Previous $2.02 Million
13.89%
% of portfolio
0.82%
Previous 0.75%
Shares
9 transactions
Others Institutions Holding CGGR
# of Institutions
433Shares Held
187MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA20.1MShares$768 Million7.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.8MShares$641 Million0.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$396 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC10.3MShares$392 Million0.56% of portfolio
-
Northwestern Mutual Wealth Management CO7.91MShares$302 Million0.25% of portfolio