Cap Wealth Advisors, LLC Capital Group Growth ETF Shs C Transaction History
Cap Wealth Advisors, LLC
- $990 Million
- Q2 2025
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 63,630 shares of CGGR stock, worth $2.65 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
63,630
Previous 65,381
2.68%
Holding current value
$2.65 Million
Previous $2.24 Million
15.5%
% of portfolio
0.26%
Previous 0.25%
Shares
12 transactions
Others Institutions Holding CGGR
# of Institutions
480Shares Held
225MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$951 Million0.32% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA21.8MShares$909 Million7.82% of portfolio
-
Commonwealth Equity Services, LLC11.7MShares$486 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$475 Million0.03% of portfolio
-
Morgan Stanley New York, NY9.54MShares$397 Million0.02% of portfolio