Ridgeline Wealth Planning, LLC Capital Group Global Growth Eq Transaction History
Ridgeline Wealth Planning, LLC
- $102 Billion
- Q1 2025
A detailed history of Ridgeline Wealth Planning, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 423,957 shares of CGGO stock, worth $13.4 Million. This represents 11.8% of its overall portfolio holdings.
Number of Shares
423,957
Previous 415,422
2.05%
Holding current value
$13.4 Million
Previous $12.1 Billion
1.05%
% of portfolio
11.8%
Previous 11.62%
Shares
2 transactions
Others Institutions Holding CGGO
# of Institutions
323Shares Held
146MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA17.7MShares$558 Million5.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$378 Million0.13% of portfolio
-
Northwestern Mutual Wealth Management CO10.7MShares$339 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.04MShares$285 Million0.1% of portfolio
-
Morgan Stanley New York, NY7.32MShares$231 Million0.02% of portfolio