Concurrent Investment Advisors, LLC Capital Group Growth ETF Shs C Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 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 285,179 shares of CGGR stock, worth $11 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
285,179
Previous 118,850
139.95%
Holding current value
$11 Million
Previous $4.42 Billion
121.1%
% of portfolio
0.24%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding CGGR
# of Institutions
468Shares Held
221MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$883 Million0.32% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA21.8MShares$844 Million7.82% of portfolio
-
Commonwealth Equity Services, LLC11.7MShares$451 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$441 Million0.03% of portfolio
-
Morgan Stanley New York, NY9.54MShares$369 Million0.02% of portfolio