Ep Wealth Advisors, LLC Capital Group Global Growth Eq Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 47,471 shares of CGGO stock, worth $1.63 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
47,471
Previous 47,370
0.21%
Holding current value
$1.63 Million
Previous $1.34 Million
13.12%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CGGO
# of Institutions
344Shares Held
161MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA18.2MShares$626 Million5.51% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.1MShares$414 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$383 Million0.13% of portfolio
-
Northwestern Mutual Wealth Management CO10.8MShares$370 Million0.25% of portfolio
-
Morgan Stanley New York, NY7.5MShares$258 Million0.02% of portfolio