Ever Source Wealth Advisors, LLC Capital Group Growth ETF Shs C 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 Growth ETF Shs C stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 155,346 shares of CGGR stock, worth $6.08 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
155,346
Previous 99,999 55.35%
Holding current value
$6.08 Million
Previous $3.29 Million 64.36%
% of portfolio
0.37%
Previous 0.22%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
363
Shares Held
156M
Call Options Held
0
Put Options Held
5.9K
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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