Iht Wealth Management, LLC Capital Group Growth ETF Shs C Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 2025
A detailed history of Iht Wealth Management, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Iht Wealth Management, LLC holds 18,540 shares of CGGR stock, worth $797,961. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,540
Previous 17,997
3.02%
Holding current value
$797,961
Previous $616,000
22.24%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding CGGR
# of Institutions
509Shares Held
252MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC30MShares$1.29 Billion0.43% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA22.3MShares$958 Million8.56% of portfolio
-
Commonwealth Equity Services, LLC12.4MShares$535 Million0.67% of portfolio
-
Morgan Stanley New York, NY11.9MShares$511 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC11.5MShares$494 Million0.04% of portfolio