Concurrent Investment Advisors, LLC Capital Group Growth ETF Shs C Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

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 398,740 shares of CGGR stock, worth $17.6 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

398,740

Previous 285,179 39.82%

Holding current value

$17.6 Million

Previous $9.77 Billion 65.95%

% of portfolio

0.31%

Previous 0.24%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$30.53 - $40.65 $3.47 Million - $4.62 Million	113,561 Added 39.82%	398,740 $16.2 Billion
Q1 2025 Apr 29, 2025	BUY	$33.98 - $39.84 $5.65 Million - $6.63 Million	166,329 Added 139.95%	285,179 $9.77 Billion
Q4 2024 Feb 03, 2025	BUY	$34.49 - $39.24 $2.57 Million - $2.93 Million	74,602 Added 168.6%	118,850 $4.42 Billion
Q3 2024 Oct 30, 2024	SELL	$30.71 - $34.79 $18,026 - $20,421	-587 Reduced 1.31%	44,248 $1.54 Billion
Q2 2024 Jul 30, 2024	BUY	$30.03 - $33.13 $1.35 Million - $1.49 Million	44,835 New	44,835 $1.47 Billion

Others Institutions Holding CGGR

# of Institutions

509

Shares Held

254M

Call Options Held

Put Options Held

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About CAPITAL GROUP GROWTH ETF SHS C

Ticker CGGR
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Capital Group Growth ETF Shs C Transaction History