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 $8.03 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
207,756
Previous 164,758 26.1%
Holding current value
$8.03 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
468
Shares Held
221M
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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email