Integrated Wealth Concepts LLC Capital Group Global Growth Eq Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 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 263,118 shares of CGGO stock, worth $9.14 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
263,118
Previous 195,312 34.72%
Holding current value
$9.14 Million
Previous $5.53 Million 52.02%
% of portfolio
0.09%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$25.31 - $32.17 $1.72 Million - $2.18 Million
67,806 Added 34.72%
263,118 $8.41 Million
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
356
Shares Held
165M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP GLOBAL GROWTH EQ

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