San Luis Wealth Advisors LLC Capital Group Global Growth Eq Transaction History
San Luis Wealth Advisors LLC
- $484 Million
- Q3 2024
A detailed history of San Luis Wealth Advisors LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 155,548 shares of CGGO stock, worth $4.71 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
155,548
Previous 148,864
4.49%
Holding current value
$4.71 Million
Previous $4.38 Million
7.0%
% of portfolio
0.97%
Previous 1.05%
Shares
6 transactions
Others Institutions Holding CGGO
# of Institutions
239Shares Held
94.9MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA13.7MShares$416 Million4.22% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$232 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL5.79MShares$176 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.8MShares$146 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.43MShares$134 Million0.19% of portfolio