Optivise Advisory Services LLC Capital Group Growth ETF Shs C Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Optivise Advisory Services LLC holds 29,202 shares of CGGR stock, worth $1.12 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
29,202Holding current value
$1.12 Million% of portfolio
0.58%Shares
1 transactions
Others Institutions Holding CGGR
# of Institutions
433Shares Held
187MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA20.1MShares$768 Million7.3% of portfolio
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Lpl Financial LLC Fort Mill, SC16.8MShares$641 Million0.26% of portfolio
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Bank Of America Corp Charlotte, NC10.4MShares$396 Million0.03% of portfolio
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Commonwealth Equity Services, LLC10.3MShares$392 Million0.56% of portfolio
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Northwestern Mutual Wealth Management CO7.91MShares$302 Million0.25% of portfolio