Modern Wealth Management, LLC Capital Group Global Growth Eq Transaction History

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Modern Wealth Management, LLC holds 49,810 shares of CGGO stock, worth $1.51 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
49,810
Previous 49,602 0.42%
Holding current value
$1.51 Million
Previous $1.52 Billion 6.94%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$28.33 - $30.84 $5,892 - $6,414
208 Added 0.42%
49,810 $1.41 Billion
Q4 2024

May 30, 2025
BUY
$29.21 - $30.67 $20,242 - $21,254
693 Added 1.39%
50,503 $1.48 Million
Q4 2024

May 29, 2025
BUY
$29.21 - $30.67 $20,242 - $21,254
693 Added 1.39%
50,503 $1.48 Million
Q4 2024

Feb 11, 2025
BUY
$29.21 - $30.67 $1.45 Million - $1.52 Million
49,602 New
49,602 $1.52 Billion

Others Institutions Holding CGGO

# of Institutions
322
Shares Held
146M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP GLOBAL GROWTH EQ

CGGO Quotes by TradingView
  • Ticker CGGO
  • Sector ETFs
  • Industry ETFs
More about CGGO
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email