Evergreen Wealth Solutions, LLC Capital Group Growth ETF Shs C Transaction History
Evergreen Wealth Solutions, LLC
- $145 Million
- Q1 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 41,888 shares of CGGR stock, worth $1.74 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
41,888
Previous 38,724
8.17%
Holding current value
$1.74 Million
Previous $1.44 Million
0.35%
% of portfolio
0.99%
Previous 1.01%
Shares
4 transactions
Others Institutions Holding CGGR
# of Institutions
480Shares Held
225MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$951 Million0.32% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA21.8MShares$909 Million7.82% of portfolio
-
Commonwealth Equity Services, LLC11.7MShares$486 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$475 Million0.03% of portfolio
-
Morgan Stanley New York, NY9.54MShares$397 Million0.02% of portfolio