Simplicity Wealth,Llc Capital Group Global Growth Eq Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 10, 2024	SELL	$27.26 - $30.04 $1.1 Million - $1.21 Million	-40,342 Reduced 9.57%	381,135 $11.2 Million
Q1 2024 Apr 24, 2024	BUY	$25.15 - $28.93 $10.6 Million - $12.2 Million	421,477 New	421,477 $12.1 Million

Others Institutions Holding CGGO

# of Institutions

253

Shares Held

106M

Call Options Held

0

Put Options Held

0

Capital Group Private Client Services, Inc. Los Angeles, CA

15.1M
Shares

$451 Million
4.57% of portfolio
Northwestern Mutual Wealth Management CO

9.2M
Shares

$275 Million
0.25% of portfolio
Raymond James & Associates St Petersburg, FL

6.5M
Shares

$195 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.54M
Shares

$166 Million
0.08% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

5.04M
Shares

$151 Million
0.21% of portfolio

About CAPITAL GROUP GLOBAL GROWTH EQ

Ticker CGGO
Sector ETFs
Industry ETFs

More about CGGO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.