Blue Zone Wealth Advisors, LLC Capital Group Growth ETF Shs C Transaction History

Blue Zone Wealth Advisors, LLC

  • $327 Million
  • Q1 2025

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 8,873 shares of CGGR stock, worth $343,030. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,873
Previous 7,125 24.53%
Holding current value
$343,030
Previous $264,000 15.15%
% of portfolio
0.09%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$33.98 - $39.84 $59,397 - $69,640
1,748 Added 24.53%
8,873 $304,000
Q4 2024

Jan 30, 2025
BUY
$34.49 - $39.24 $34,283 - $39,004
994 Added 16.21%
7,125 $264,000
Q3 2024

Oct 07, 2024
BUY
$30.71 - $34.79 $188,283 - $213,297
6,131 New
6,131 $213,000

Others Institutions Holding CGGR

# of Institutions
468
Shares Held
221M
Call Options Held
0
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 Blue Zone Wealth Advisors, LLC Portfolio

Follow Blue Zone Wealth Advisors, 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 Blue Zone Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Zone Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email