Evergreen Wealth Solutions, LLC Capital Group Growth ETF Shs C Transaction History
Evergreen Wealth Solutions, LLC
- $160 Million
- Q2 2025
A detailed history of Evergreen Wealth Solutions, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 39,137 shares of CGGR stock, worth $1.72 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
39,137
Previous 41,888
6.57%
Holding current value
$1.72 Million
Previous $1.43 Million
10.88%
% of portfolio
0.99%
Previous 0.99%
Shares
5 transactions
Others Institutions Holding CGGR
# of Institutions
508Shares Held
253MCall 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, LLC12.4MShares$548 Million0.67% 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