Octavia Wealth Advisors, LLC Capital Group Growth ETF Shs C Transaction History

Octavia Wealth Advisors, LLC

  • $871 Million
  • Q2 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 16,184 shares of CGGR stock, worth $676,491. This represents 0.08% of its overall portfolio holdings.

Number of Shares
16,184
Previous 16,118 0.41%
Holding current value
$676,491
Previous $553,000 18.81%
% of portfolio
0.08%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$30.53 - $40.65 $2,014 - $2,682
66 Added 0.41%
16,184 $657,000
Q1 2025

Apr 14, 2025
SELL
$33.98 - $39.84 $27,082 - $31,752
-797 Reduced 4.71%
16,118 $553,000
Q4 2024

Jan 17, 2025
SELL
$34.49 - $39.24 $1,621 - $1,844
-47 Reduced 0.28%
16,915 $628,000
Q3 2024

Oct 10, 2024
SELL
$30.71 - $34.79 $7,523 - $8,523
-245 Reduced 1.42%
16,962 $590,000
Q2 2024

Aug 01, 2024
BUY
$30.03 - $33.13 $24,144 - $26,636
804 Added 4.9%
17,207 $565,000
Q1 2024

Apr 15, 2024
SELL
$27.54 - $32.16 $39,272 - $45,860
-1,426 Reduced 8.0%
16,403 $524,000
Q4 2023

Jan 30, 2024
BUY
$23.4 - $28.47 $417,198 - $507,591
17,829 New
17,829 $503,000

Others Institutions Holding CGGR

# of Institutions
487
Shares Held
230M
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
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