Octavia Wealth Advisors, LLC Capital Group Global Growth Eq Transaction History

Octavia Wealth Advisors, LLC

$822 Million
Q4 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 10,536 shares of CGGO stock, worth $323,033. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,536

Previous 10,479 0.54%

Holding current value

$323,033

Previous $315,000 2.54%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$29.21 - $30.67 $1,664 - $1,748	57 Added 0.54%	10,536 $307,000
Q3 2024 Oct 10, 2024	BUY	$27.25 - $30.52 $3,760 - $4,211	138 Added 1.33%	10,479 $315,000
Q2 2024 Aug 01, 2024	BUY	$27.26 - $30.04 $20,199 - $22,259	741 Added 7.72%	10,341 $304,000
Q1 2024 Apr 15, 2024	SELL	$25.15 - $28.93 $7,947 - $9,141	-316 Reduced 3.19%	9,600 $276,000
Q4 2023 Jan 30, 2024	BUY	$22.13 - $25.85 $219,441 - $256,328	9,916 New	9,916 $255,000

Others Institutions Holding CGGO

# of Institutions

294

Shares Held

131M

Call Options Held

Put Options Held

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About CAPITAL GROUP GLOBAL GROWTH EQ

Ticker CGGO
Sector ETFs
Industry ETFs

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Octavia Wealth Advisors, LLC Capital Group Global Growth Eq Transaction History