Ridgeline Wealth Planning, LLC Capital Group Growth ETF Shs C Transaction History
Ridgeline Wealth Planning, LLC
- $121 Billion
- Q2 2025
A detailed history of Ridgeline Wealth Planning, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 115,991 shares of CGGR stock, worth $4.9 Million. This represents 3.88% of its overall portfolio holdings.
Number of Shares
115,991
Previous 104,755
10.73%
Holding current value
$4.9 Million
Previous $3.59 Billion
31.42%
% of portfolio
3.88%
Previous 3.53%
Shares
3 transactions
Others Institutions Holding CGGR
# of Institutions
498Shares Held
240MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC30MShares$1.27 Billion0.43% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA22.3MShares$941 Million8.56% of portfolio
-
Commonwealth Equity Services, LLC12.4MShares$526 Million0.67% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$482 Million0.03% of portfolio
-
Envestnet Asset Management Inc10.4MShares$441 Million0.13% of portfolio