Ever Source Wealth Advisors, LLC Capital Group Global Growth Eq Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 30,024 shares of CGGO stock, worth $906,724. This represents 0.06% of its overall portfolio holdings.
Number of Shares
30,024
Previous 29,883
0.47%
Holding current value
$906,724
Previous $879,000
2.96%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding CGGO
# of Institutions
267Shares Held
108MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA15.1MShares$455 Million4.57% of portfolio
-
Northwestern Mutual Wealth Management CO9.2MShares$278 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL6.5MShares$196 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.54MShares$167 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.04MShares$152 Million0.21% of portfolio