Gutierrez Wealth Advisory, LLC Capital Group Growth ETF Shs C Transaction History
Gutierrez Wealth Advisory, LLC
- $149 Billion
- Q2 2025
A detailed history of Gutierrez Wealth Advisory, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Gutierrez Wealth Advisory, LLC holds 347,156 shares of CGGR stock, worth $14.7 Million. This represents 9.46% of its overall portfolio holdings.
Number of Shares
347,156
Previous 357,730
2.96%
Holding current value
$14.7 Million
Previous $12.3 Billion
15.18%
% of portfolio
9.46%
Previous 9.95%
Shares
3 transactions
Others Institutions Holding CGGR
# of Institutions
498Shares Held
240MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC30MShares$1.27 Billion0.43% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA22.3MShares$941 Million8.56% of portfolio
-
Commonwealth Equity Services, LLC12.4MShares$526 Million0.67% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$482 Million0.03% of portfolio
-
Envestnet Asset Management Inc10.4MShares$441 Million0.13% of portfolio