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

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

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 24,299 shares of CGGR stock, worth $846,577. This represents 0.28% of its overall portfolio holdings.

Number of Shares
24,299
Previous 24,754 1.84%
Holding current value
$846,577
Previous $920 Million 9.55%
% of portfolio
0.28%
Previous 0.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$33.98 - $39.84 $15,460 - $18,127
-455 Reduced 1.84%
24,299 $832 Million
Q4 2024

Jan 24, 2025
SELL
$34.49 - $39.24 $96,744 - $110,068
-2,805 Reduced 10.18%
24,754 $920 Million
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
467
Shares Held
219M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP GROWTH ETF SHS C

CGGR Quotes by TradingView
  • Ticker CGGR
  • Sector ETFs
  • Industry ETFs
More about CGGR
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