Fsm Wealth Advisors, LLC Capital Group Global Growth Eq Transaction History
Fsm Wealth Advisors, LLC
- $603 Million
- Q2 2025
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 160,785 shares of CGGO stock, worth $5.22 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
160,785
Previous 156,155
2.97%
Holding current value
$5.22 Million
Previous $4.42 Million
16.21%
% of portfolio
0.85%
Previous 1.0%
Shares
13 transactions
Others Institutions Holding CGGO
# of Institutions
328Shares Held
151MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA17.7MShares$575 Million5.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$389 Million0.13% of portfolio
-
Northwestern Mutual Wealth Management CO10.7MShares$349 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.04MShares$294 Million0.1% of portfolio
-
Morgan Stanley New York, NY7.32MShares$238 Million0.02% of portfolio