Concurrent Investment Advisors, LLC Capital Group Global Growth Eq Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 92,303 shares of CGGO stock, worth $3.17 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
92,303
Previous 71,495
29.1%
Holding current value
$3.17 Million
Previous $2.29 Billion
37.99%
% of portfolio
0.05%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding CGGO
# of Institutions
344Shares Held
161MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA18.2MShares$626 Million5.51% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.1MShares$414 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$383 Million0.13% of portfolio
-
Northwestern Mutual Wealth Management CO10.8MShares$370 Million0.25% of portfolio
-
Morgan Stanley New York, NY7.5MShares$258 Million0.02% of portfolio