Modern Wealth Management, LLC Capital Group Growth ETF Shs C Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Modern Wealth Management, LLC holds 31,771 shares of CGGR stock, worth $1.21 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
31,771
Previous 25,001 27.08%
Holding current value
$1.21 Million
Previous $856 Million 99.87%
% of portfolio
0.04%
Previous 0.03%

Shares

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

May 30, 2025
BUY
$33.98 - $39.84 $230,044 - $269,716
6,770 Added 27.08%
31,771 $1.09 Million
Q1 2025

May 15, 2025
SELL
$33.98 - $39.84 $56,814 - $66,612
-1,672 Reduced 6.27%
25,001 $856 Million
Q4 2024

May 30, 2025
SELL
$34.49 - $39.24 $139,443 - $158,647
-4,043 Reduced 16.17%
20,958 $779,000
Q4 2024

May 29, 2025
SELL
$34.49 - $39.24 $139,443 - $158,647
-4,043 Reduced 16.17%
20,958 $779,000
Q4 2024

Feb 11, 2025
BUY
$34.49 - $39.24 $919,951 - $1.05 Million
26,673 New
26,673 $1.06 Billion

Others Institutions Holding CGGR

# of Institutions
468
Shares Held
221M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP GROWTH ETF SHS C

CGGR Quotes by TradingView
  • Ticker CGGR
  • Sector ETFs
  • Industry ETFs
More about CGGR
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