Beacon Financial Advisory LLC Capital Group Growth ETF Shs C Transaction History
Beacon Financial Advisory LLC
- $344 Million
- Q2 2025
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 107,956 shares of CGGR stock, worth $4.76 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
107,956
Previous 84,138
28.31%
Holding current value
$4.76 Million
Previous $2.88 Million
52.31%
% of portfolio
1.28%
Previous 0.97%
Shares
11 transactions
Others Institutions Holding CGGR
# of Institutions
508Shares Held
255MCall 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