Clearview Wealth Advisors LLC Capital Group Growth ETF Shs C Transaction History
Clearview Wealth Advisors LLC
- $131 Million
- Q1 2025
A detailed history of Clearview Wealth Advisors LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 184,965 shares of CGGR stock, worth $6.44 Million. This represents 4.82% of its overall portfolio holdings.
Number of Shares
184,965
Previous 198,457
6.8%
Holding current value
$6.44 Million
Previous $7.38 Million
14.11%
% of portfolio
4.82%
Previous 5.67%
Shares
4 transactions
Others Institutions Holding CGGR
# of Institutions
457Shares Held
195MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA20.1MShares$700 Million7.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.8MShares$584 Million0.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$361 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC10.3MShares$358 Million0.56% of portfolio
-
Envestnet Asset Management Inc8.1MShares$282 Million0.09% of portfolio