Exencial Wealth Advisors, LLC Capital Group Growth ETF Shs C Transaction History
Exencial Wealth Advisors, LLC
- $2.62 Billion
- Q2 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 420,742 shares of CGGR stock, worth $14.6 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
420,742
Previous 361,915
16.25%
Holding current value
$14.6 Million
Previous $11.6 Million
19.53%
% of portfolio
0.53%
Previous 0.44%
Shares
5 transactions
Others Institutions Holding CGGR
# of Institutions
333Shares Held
133MCall Options Held
1.8KPut Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA17.1MShares$593 Million5.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.98MShares$346 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC8.96MShares$311 Million0.47% of portfolio
-
Bank Of America Corp Charlotte, NC7.94MShares$275 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO5.77MShares$200 Million0.19% of portfolio