Holistic Planning, LLC Capital Group Growth ETF Shs C Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

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 27,559 shares of CGGR stock, worth $975,588. This represents 0.41% of its overall portfolio holdings.

Number of Shares
27,559
Previous 42,391 34.99%
Holding current value
$975,588
Previous $1.36 Billion 29.3%
% of portfolio
0.41%
Previous 1.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$30.71 - $34.79 $455,490 - $516,005
-14,832 Reduced 34.99%
27,559 $959 Million
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

# of Institutions
356
Shares Held
138M
Call Options Held
1.8K
Put Options Held
5.9K
View Full List

About CAPITAL GROUP GROWTH ETF SHS C

CGGR Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email