Concurrent Investment Advisors, LLC Capital Group Growth ETF Shs C Transaction History
Concurrent Investment Advisors, LLC
- $3.71 Trillion
- Q4 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 118,850 shares of CGGR stock, worth $4.67 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
118,850
Previous 44,248
168.6%
Holding current value
$4.67 Million
Previous $1.54 Billion
186.98%
% of portfolio
0.12%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding CGGR
# of Institutions
409Shares Held
176MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA19.4MShares$762 Million6.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.8MShares$659 Million0.26% of portfolio
-
Commonwealth Equity Services, LLC10.3MShares$403 Million0.56% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$397 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO7.91MShares$311 Million0.25% of portfolio