Cap Wealth Advisors, LLC Capital Group Growth ETF Shs C Transaction History
Cap Wealth Advisors, LLC
- $903 Million
- Q3 2024
A detailed history of Cap Wealth Advisors, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 70,396 shares of CGGR stock, worth $2.61 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
70,396
Previous 72,554
2.97%
Holding current value
$2.61 Million
Previous $2.39 Million
2.64%
% of portfolio
0.27%
Previous 0.31%
Shares
9 transactions
Others Institutions Holding CGGR
# of Institutions
359Shares Held
155MCall Options Held
0Put Options Held
5.9K-
Capital Group Private Client Services, Inc. Los Angeles, CA19.4MShares$719 Million6.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$461 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$374 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC9.32MShares$346 Million0.49% of portfolio
-
Northwestern Mutual Wealth Management CO6.82MShares$253 Million0.21% of portfolio