Simplicity Wealth,Llc Capital Group Global Growth Eq Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding CGGO
# of Institutions
243Shares Held
98MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA13.7MShares$406 Million4.22% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$226 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL6.5MShares$192 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.04MShares$149 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.8MShares$142 Million0.07% of portfolio