Ever Source Wealth Advisors, LLC Capital Group Growth ETF Shs C Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 207,756 shares of CGGR stock, worth $8.66 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
207,756
Previous 164,758 26.1%
Holding current value
$8.66 Million
Previous $6.12 Million 16.18%
% of portfolio
0.43%
Previous 0.37%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$33.98 - $39.84 $1.46 Million - $1.71 Million
42,998 Added 26.1%
207,756 $7.12 Million
Q4 2024

Feb 07, 2025
BUY
$34.49 - $39.24 $324,619 - $369,326
9,412 Added 6.06%
164,758 $6.12 Million
Q3 2024

Nov 08, 2024
BUY
$30.71 - $34.79 $1.7 Million - $1.93 Million
55,347 Added 55.35%
155,346 $5.4 Million
Q2 2024

Aug 13, 2024
BUY
$30.03 - $33.13 $1.91 Million - $2.11 Million
63,745 Added 175.83%
99,999 $3.29 Million
Q1 2024

Jun 11, 2024
BUY
$27.54 - $32.16 $417,561 - $487,609
15,162 Added 71.89%
36,254 $1.16 Million
Q4 2023

Feb 09, 2024
BUY
$23.4 - $28.47 $18,415 - $22,405
787 Added 3.88%
21,092 $595,000
Q3 2023

Nov 03, 2023
BUY
$24.23 - $26.44 $215,961 - $235,659
8,913 Added 78.24%
20,305 $497,000
Q2 2023

Aug 04, 2023
SELL
$21.86 - $25.23 $5,902 - $6,812
-270 Reduced 2.32%
11,392 $287,000
Q1 2023

May 11, 2023
BUY
$19.79 - $23.05 $514 - $599
26 Added 0.22%
11,662 $261,000
Q4 2022

Feb 09, 2023
BUY
$19.03 - $21.59 $48,050 - $54,514
2,525 Added 27.71%
11,636 $232,000
Q3 2022

Nov 07, 2022
BUY
$19.52 - $23.26 $177,846 - $211,921
9,111 New
9,111 $178,000

Others Institutions Holding CGGR

# of Institutions
477
Shares Held
223M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP GROWTH ETF SHS C

CGGR Quotes by TradingView
  • Ticker CGGR
  • Sector ETFs
  • Industry ETFs
More about CGGR
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