Kingswood Wealth Advisors, LLC Capital Group Global Growth Eq Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
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 7,566 shares of CGGO stock, worth $258,605. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,566
Previous 13,130
42.38%
Holding current value
$258,605
Previous $420 Million
38.42%
% of portfolio
0.02%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding CGGO
# of Institutions
375Shares Held
177MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA20.3MShares$693 Million13.46% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$448 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$410 Million0.14% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$377 Million0.26% of portfolio
-
Envestnet Asset Management Inc9.21MShares$315 Million0.1% of portfolio