Sar Wealth Management Group, LLC Capital Group Growth ETF Shs C Transaction History
Sar Wealth Management Group, LLC
- $149 Billion
- Q1 2025
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 $439,994. This represents 0.29% of its overall portfolio holdings.
Number of Shares
12,629
Previous 12,629
-0.0%
Holding current value
$439,994
Previous $469 Million
7.86%
% of portfolio
0.29%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding CGGR
# of Institutions
460Shares Held
199MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$796 Million0.32% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA20.1MShares$700 Million7.3% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$361 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC10.3MShares$358 Million0.56% of portfolio
-
Envestnet Asset Management Inc8.1MShares$282 Million0.09% of portfolio