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

252

Shares Held

106M

Call Options Held

0

Put Options Held

0

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

15.1M
Shares

$448 Million
4.57% of portfolio
Northwestern Mutual Wealth Management CO

9.2M
Shares

$273 Million
0.25% of portfolio
Raymond James & Associates St Petersburg, FL

6.5M
Shares

$193 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.54M
Shares

$165 Million
0.08% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

5.04M
Shares

$150 Million
0.21% of portfolio

About CAPITAL GROUP GLOBAL GROWTH EQ

Ticker CGGO
Sector ETFs
Industry ETFs

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