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 $324,930. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,536
Previous 10,479
0.54%
Holding current value
$324,930
Previous $315,000
2.54%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding CGGO
# of Institutions
264Shares Held
107MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA15.1MShares$464 Million4.57% of portfolio
-
Northwestern Mutual Wealth Management CO9.2MShares$284 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL6.5MShares$201 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.54MShares$171 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.04MShares$155 Million0.21% of portfolio