Kingswood Wealth Advisors, LLC Capital Group Global Growth Eq Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 19,196 shares of CGGO stock, worth $588,549. This represents 0.04% of its overall portfolio holdings.
Number of Shares
19,196
Previous 22,037
12.89%
Holding current value
$588,549
Previous $664 Million
15.57%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding CGGO
# of Institutions
294Shares Held
131MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA16MShares$491 Million4.57% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.3MShares$376 Million0.14% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$311 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.75MShares$207 Million0.08% of portfolio
-
Raymond James & Associates St Petersburg, FL6.5MShares$199 Million0.12% of portfolio