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 $16.6 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
398,740
Previous 285,179
39.82%
Holding current value
$16.6 Million
Previous $9.77 Billion
65.95%
% of portfolio
0.31%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding CGGR
# of Institutions
477Shares Held
223MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$952 Million0.32% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA21.8MShares$910 Million7.82% of portfolio
-
Commonwealth Equity Services, LLC11.7MShares$487 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$476 Million0.03% of portfolio
-
Morgan Stanley New York, NY9.54MShares$398 Million0.02% of portfolio