San Luis Wealth Advisors LLC Capital Group Global Growth Eq Transaction History
San Luis Wealth Advisors LLC
- $442 Million
- Q1 2025
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 114,879 shares of CGGO stock, worth $3.26 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
114,879
Previous 150,872
23.86%
Holding current value
$3.26 Million
Previous $4.41 Million
26.16%
% of portfolio
0.74%
Previous 0.83%
Shares
8 transactions
Others Institutions Holding CGGO
# of Institutions
308Shares Held
133MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA16MShares$455 Million4.57% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.3MShares$348 Million0.14% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$288 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.75MShares$192 Million0.08% of portfolio
-
Raymond James & Associates St Petersburg, FL6.5MShares$185 Million0.12% of portfolio