Colonial River Wealth Management, LLC Capital Group Growth ETF Shs C Transaction History
Colonial River Wealth Management, LLC
- $217 Million
- Q2 2025
A detailed history of Colonial River Wealth Management, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 245,562 shares of CGGR stock, worth $10.4 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
245,562
Previous 204,374
20.15%
Holding current value
$10.4 Million
Previous $7 Million
42.62%
% of portfolio
4.61%
Previous 4.03%
Shares
8 transactions
Others Institutions Holding CGGR
# of Institutions
498Shares Held
240MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC30MShares$1.27 Billion0.43% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA22.3MShares$941 Million8.56% of portfolio
-
Commonwealth Equity Services, LLC12.4MShares$526 Million0.67% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$482 Million0.03% of portfolio
-
Envestnet Asset Management Inc10.4MShares$441 Million0.13% of portfolio