Gutierrez Wealth Advisory, LLC Capital Group Global Growth Eq Transaction History
Gutierrez Wealth Advisory, LLC
- $123 Billion
- Q1 2025
A detailed history of Gutierrez Wealth Advisory, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Gutierrez Wealth Advisory, LLC holds 208,212 shares of CGGO stock, worth $6.58 Million. This represents 4.79% of its overall portfolio holdings.
Number of Shares
208,212
Previous 197,556
5.39%
Holding current value
$6.58 Million
Previous $5.77 Billion
2.18%
% of portfolio
4.79%
Previous 4.76%
Shares
2 transactions
Others Institutions Holding CGGO
# of Institutions
323Shares Held
146MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA17.7MShares$559 Million5.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$379 Million0.13% of portfolio
-
Northwestern Mutual Wealth Management CO10.7MShares$339 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.04MShares$285 Million0.1% of portfolio
-
Morgan Stanley New York, NY7.32MShares$231 Million0.02% of portfolio