Obsidian Personal Planning Solutions LLC Capital Group Growth ETF Shs C Transaction History
Obsidian Personal Planning Solutions LLC
- $223 Million
- Q1 2025
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 220,613 shares of CGGR stock, worth $9.22 Million. This represents 3.39% of its overall portfolio holdings.
Number of Shares
220,613
Previous 210,771
4.67%
Holding current value
$9.22 Million
Previous $7.83 Million
3.56%
% of portfolio
3.39%
Previous 3.99%
Shares
5 transactions
Others Institutions Holding CGGR
# of Institutions
487Shares Held
230MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$954 Million0.32% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA21.8MShares$912 Million7.82% of portfolio
-
Commonwealth Equity Services, LLC12.4MShares$520 Million0.67% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$477 Million0.03% of portfolio
-
Envestnet Asset Management Inc10.4MShares$437 Million0.13% of portfolio