National Wealth Management Group, LLC Capital Group Growth ETF Shs C Call Options Transaction History

National Wealth Management Group, LLC

$265 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CGGR

# of Institutions

517

Shares Held

256M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

30M
Shares

$1.35 Billion
0.43% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

22.3M
Shares

$999 Million
8.56% of portfolio
Commonwealth Equity Services, LLC

12.7M
Shares

$570 Million
0.72% of portfolio
Morgan Stanley New York, NY

11.9M
Shares

$532 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

11.5M
Shares

$515 Million
0.04% of portfolio

About CAPITAL GROUP GROWTH ETF SHS C

Ticker CGGR
Sector ETFs
Industry ETFs

More about CGGR

Track This Portfolio

Portfolio Update

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

News

Stay updated on National Wealth Management Group, LLC with notifications on news.