Iam Advisory, LLC Capital Group Growth ETF Shs C Transaction History
Iam Advisory, LLC
- $400 Million
- Q2 2025
A detailed history of Iam Advisory, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Iam Advisory, LLC holds 345,835 shares of CGGR stock, worth $14.1 Million. This represents 3.52% of its overall portfolio holdings.
Number of Shares
345,835
Previous 63,571
444.01%
Holding current value
$14.1 Million
Previous $2.18 Million
544.57%
% of portfolio
3.52%
Previous 0.57%
Shares
8 transactions
Others Institutions Holding CGGR
# of Institutions
472Shares Held
223MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$932 Million0.32% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA21.8MShares$891 Million7.82% of portfolio
-
Commonwealth Equity Services, LLC11.7MShares$477 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$466 Million0.03% of portfolio
-
Morgan Stanley New York, NY9.54MShares$390 Million0.02% of portfolio