Lodestone Wealth Management LLC Capital Group Global Growth Eq Transaction History
Lodestone Wealth Management LLC
- $200 Billion
- Q3 2024
A detailed history of Lodestone Wealth Management LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 18,871 shares of CGGO stock, worth $560,846. This represents 0.28% of its overall portfolio holdings.
Number of Shares
18,871
Previous 15,797
19.46%
Holding current value
$560,846
Previous $465 Million
22.34%
% of portfolio
0.28%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding CGGO
# of Institutions
253Shares Held
106MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA15.1MShares$448 Million4.57% of portfolio
-
Northwestern Mutual Wealth Management CO9.2MShares$273 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL6.5MShares$193 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.54MShares$165 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.04MShares$150 Million0.21% of portfolio