Blue Zone Wealth Advisors, LLC Capital Group Growth ETF Shs C Transaction History
Blue Zone Wealth Advisors, LLC
- $318 Million
- Q4 2024
A detailed history of Blue Zone Wealth Advisors, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 7,125 shares of CGGR stock, worth $245,384. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,125
Previous 6,131
16.21%
Holding current value
$245,384
Previous $213,000
23.94%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding CGGR
# of Institutions
441Shares Held
188MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA20.1MShares$692 Million7.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.8MShares$578 Million0.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$357 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC10.3MShares$353 Million0.56% of portfolio
-
Northwestern Mutual Wealth Management CO7.91MShares$272 Million0.25% of portfolio