Core Wealth Partners LLC Capital Group Growth ETF Shs C Transaction History
Core Wealth Partners LLC
- $218 Billion
- Q3 2025
A detailed history of Core Wealth Partners LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Core Wealth Partners LLC holds 10,806 shares of CGGR stock, worth $465,846. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,806
Previous 6,220
73.73%
Holding current value
$465,846
Previous $253 Million
87.7%
% of portfolio
0.22%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding CGGR
# of Institutions
557Shares Held
289MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC38.6MShares$1.66 Billion0.53% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA23.4MShares$1.01 Billion20.0% of portfolio
-
Morgan Stanley New York, NY13.8MShares$595 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC12.8MShares$552 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC12.7MShares$548 Million0.72% of portfolio