Confluence Wealth Services, Inc. Capital Group Growth ETF Shs C Transaction History
Confluence Wealth Services, Inc.
- $1.68 Billion
- Q2 2025
A detailed history of Confluence Wealth Services, Inc. transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 950,466 shares of CGGR stock, worth $41.9 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
950,466
Previous 915,092
3.87%
Holding current value
$41.9 Million
Previous $31.3 Million
23.28%
% of portfolio
2.3%
Previous 2.07%
Shares
14 transactions
Others Institutions Holding CGGR
# of Institutions
507Shares Held
255MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC30MShares$1.32 Billion0.43% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA22.3MShares$981 Million8.56% of portfolio
-
Commonwealth Equity Services, LLC12.7MShares$560 Million0.72% of portfolio
-
Morgan Stanley New York, NY11.9MShares$523 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC11.5MShares$506 Million0.04% of portfolio