Fsm Wealth Advisors, LLC Capital Group Global Growth Eq Transaction History
Fsm Wealth Advisors, LLC
- $690 Million
- Q3 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 161,792 shares of CGGO stock, worth $5.53 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
161,792
Previous 160,785
0.63%
Holding current value
$5.53 Million
Previous $5.14 Million
7.55%
% of portfolio
0.8%
Previous 0.85%
Shares
14 transactions
Others Institutions Holding CGGO
# of Institutions
374Shares Held
177MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA20.3MShares$693 Million13.46% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$448 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$410 Million0.14% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$377 Million0.26% of portfolio
-
Envestnet Asset Management Inc9.21MShares$315 Million0.1% of portfolio