Integrated Wealth Concepts LLC Capital Group Global Growth Eq Transaction History

Integrated Wealth Concepts LLC

$8.03 Billion
Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 195,312 shares of CGGO stock, worth $5.93 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

195,312

Previous 108,161 80.58%

Holding current value

$5.93 Million

Previous $3.16 Million 75.15%

% of portfolio

0.07%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$28.33 - $30.84 $2.47 Million - $2.69 Million	87,151 Added 80.58%	195,312 $5.53 Million
Q4 2024 Feb 14, 2025	BUY	$29.21 - $30.67 $1.84 Million - $1.93 Million	62,865 Added 138.79%	108,161 $3.16 Million
Q3 2024 Nov 14, 2024	BUY	$27.25 - $30.52 $88,508 - $99,128	3,248 Added 7.72%	45,296 $1.37 Million
Q2 2024 Aug 14, 2024	BUY	$27.26 - $30.04 $206,330 - $227,372	7,569 Added 21.95%	42,048 $1.24 Million
Q1 2024 May 15, 2024	SELL	$25.15 - $28.93 $132,213 - $152,085	-5,257 Reduced 13.23%	34,479 $992,000
Q4 2023 Feb 13, 2024	BUY	$22.13 - $25.85 $75,994 - $88,768	3,434 Added 9.46%	39,736 $1.02 Million
Q3 2023 Nov 15, 2023	BUY	$22.72 - $24.86 $624,481 - $683,301	27,486 Added 311.77%	36,302 $832,000
Q2 2023 Aug 15, 2023	BUY	$22.96 - $24.47 $202,415 - $215,727	8,816 New	8,816 $214,000

Others Institutions Holding CGGO

# of Institutions

322

Shares Held

146M

Call Options Held

Put Options Held

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About CAPITAL GROUP GLOBAL GROWTH EQ

Ticker CGGO
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Integrated Wealth Concepts LLC Capital Group Global Growth Eq Transaction History