Herold Advisors, Inc. Capital Group Growth ETF Shs C Transaction History

Herold Advisors, Inc.

$455 Million
Q2 2025

A detailed history of Herold Advisors, Inc. transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Herold Advisors, Inc. holds 9,033 shares of CGGR stock, worth $399,619. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,033

Holding current value

$399,619

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$30.53 - $40.65 $275,777 - $367,191	9,033 New	9,033 $367,000

Others Institutions Holding CGGR

# of Institutions

511

Shares Held

252M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

30M
Shares

$1.33 Billion
0.43% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

22.3M
Shares

$985 Million
8.56% of portfolio
Commonwealth Equity Services, LLC

12.4M
Shares

$550 Million
0.67% of portfolio
Morgan Stanley New York, NY

11.9M
Shares

$525 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

11.5M
Shares

$508 Million
0.04% of portfolio

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About CAPITAL GROUP GROWTH ETF SHS C

Ticker CGGR
Sector ETFs
Industry ETFs

More about CGGR

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Herold Advisors, Inc. Capital Group Growth ETF Shs C Transaction History