Fermata Advisors, LLC Capital Group Growth ETF Shs C Transaction History
Fermata Advisors, LLC
- $335 Million
- Q2 2025
A detailed history of Fermata Advisors, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Fermata Advisors, LLC holds 42,475 shares of CGGR stock, worth $1.76 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
42,475
Previous 40,235
5.57%
Holding current value
$1.76 Million
Previous $1.38 Million
25.07%
% of portfolio
0.52%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding CGGR
# of Institutions
479Shares Held
224MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$948 Million0.32% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA21.8MShares$906 Million7.82% of portfolio
-
Commonwealth Equity Services, LLC11.7MShares$485 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$474 Million0.03% of portfolio
-
Morgan Stanley New York, NY9.54MShares$396 Million0.02% of portfolio