Fsm Wealth Advisors, LLC Capital Group Global Growth Eq Transaction History
Fsm Wealth Advisors, LLC
- $377 Million
- Q3 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 142,190 shares of CGGO stock, worth $4.19 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
142,190
Previous 140,135
1.47%
Holding current value
$4.19 Million
Previous $4.13 Million
3.93%
% of portfolio
1.14%
Previous 1.38%
Shares
10 transactions
Others Institutions Holding CGGO
# of Institutions
251Shares Held
106MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA15.1MShares$444 Million4.57% of portfolio
-
Northwestern Mutual Wealth Management CO9.2MShares$271 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL6.5MShares$192 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.54MShares$163 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.04MShares$149 Million0.21% of portfolio