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 $579,719. This represents 0.04% of its overall portfolio holdings.
Number of Shares
19,196
Previous 22,037
12.89%
Holding current value
$579,719
Previous $664 Million
15.57%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding CGGO
# of Institutions
267Shares Held
108MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA15.1MShares$455 Million4.57% of portfolio
-
Northwestern Mutual Wealth Management CO9.2MShares$278 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL6.5MShares$196 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.54MShares$167 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.04MShares$152 Million0.21% of portfolio