Investments & Financial Planning, LLC Capital Group Growth ETF Shs C Transaction History
Investments & Financial Planning, LLC
- $158 Million
- Q3 2024
A detailed history of Investments & Financial Planning, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 232,143 shares of CGGR stock, worth $8.75 Million. This represents 5.12% of its overall portfolio holdings.
Number of Shares
232,143
Previous 235,387
1.38%
Holding current value
$8.75 Million
Previous $7.74 Million
4.33%
% of portfolio
5.12%
Previous 5.2%
Shares
9 transactions
Others Institutions Holding CGGR
# of Institutions
363Shares Held
156MCall Options Held
0Put Options Held
5.9K-
Capital Group Private Client Services, Inc. Los Angeles, CA19.4MShares$730 Million6.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$469 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$381 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC9.32MShares$351 Million0.49% of portfolio
-
Northwestern Mutual Wealth Management CO6.82MShares$257 Million0.21% of portfolio