Investment Advisory Services Inc Capital Group Growth ETF Shs C Transaction History

Investment Advisory Services Inc

$270 Million
Q1 2025

A detailed history of Investment Advisory Services Inc transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Investment Advisory Services Inc holds 41,384 shares of CGGR stock, worth $1.44 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

41,384

Previous 37,109 11.52%

Holding current value

$1.44 Million

Previous $1.38 Million 2.76%

% of portfolio

0.52%

Previous 0.5%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$33.98 - $39.84 $145,264 - $170,316	4,275 Added 11.52%	41,384 $1.42 Million
Q4 2024 Jan 28, 2025	BUY	$34.49 - $39.24 $174,381 - $198,397	5,056 Added 15.77%	37,109 $1.38 Million
Q3 2024 Oct 15, 2024	BUY	$30.71 - $34.79 $148,360 - $168,070	4,831 Added 17.75%	32,053 $1.12 Million
Q2 2024 Jul 17, 2024	BUY	$30.03 - $33.13 $121,591 - $134,143	4,049 Added 17.47%	27,222 $895,000
Q1 2024 Apr 25, 2024	BUY	$27.54 - $32.16 $62,240 - $72,681	2,260 Added 10.81%	23,173 $741,000
Q4 2023 Jan 11, 2024	BUY	$23.4 - $28.47 $287,749 - $350,095	12,297 Added 142.72%	20,913 $590,000
Q3 2023 Oct 19, 2023	BUY	$24.23 - $26.44 $208,765 - $227,807	8,616 New	8,616 $211,000

Others Institutions Holding CGGR

# of Institutions

458

Shares Held

196M

Call Options Held

Put Options Held

View Full List

About CAPITAL GROUP GROWTH ETF SHS C

Ticker CGGR
Sector ETFs
Industry ETFs

More about CGGR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Investment Advisory Services Inc with notifications on news.

Account

Investment Advisory Services Inc Capital Group Growth ETF Shs C Transaction History