Sar Wealth Management Group, LLC Capital Group Growth ETF Shs C Transaction History
Sar Wealth Management Group, LLC
- $149 Billion
- Q4 2024
A detailed history of Sar Wealth Management Group, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 12,629 shares of CGGR stock, worth $496,067. This represents 0.32% of its overall portfolio holdings.
Number of Shares
12,629
Previous 12,608
0.17%
Holding current value
$496,067
Previous $439 Million
7.02%
% of portfolio
0.32%
Previous 0.29%
Shares
4 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$789 Million7.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.8MShares$659 Million0.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$407 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC10.3MShares$403 Million0.56% of portfolio
-
Northwestern Mutual Wealth Management CO7.91MShares$311 Million0.25% of portfolio