A detailed history of Holistic Planning, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Holistic Planning, LLC holds 42,391 shares of CGGR stock, worth $1.48 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
42,391
Previous 42,391 -0.0%
Holding current value
$1.48 Million
Previous $1.36 Billion -0.0%
% of portfolio
1.04%
Previous 1.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

SELL
$27.54 - $32.16 $196,222 - $229,139
-7,125 Reduced 14.39%
42,391 $1.36 Billion
Q4 2023

Feb 14, 2024

BUY
$23.4 - $28.47 $1.16 Million - $1.41 Million
49,516 New
49,516 $1.4 Billion

Others Institutions Holding CGGR

About CAPITAL GROUP GROWTH ETF SHS C


  • Ticker CGGR
  • Sector ETFs
  • Industry ETFs
More about CGGR
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.