Simplicity Wealth,Llc Capital Group Growth ETF Shs C 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	$30.03 - $33.13 $4,144 - $4,571	-138 Reduced 0.13%	104,962 $3.45 Million
Q1 2024 Apr 24, 2024	BUY	$27.54 - $32.16 $2.89 Million - $3.38 Million	105,100 New	105,100 $3.36 Million

Others Institutions Holding CGGR

# of Institutions

360

Shares Held

155M

Call Options Held

0

Put Options Held

5.9K

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

19.4M
Shares

$717 Million
6.79% of portfolio
Lpl Financial LLC Fort Mill, SC

12.4M
Shares

$460 Million
0.2% of portfolio
Bank Of America Corp Charlotte, NC

10.1M
Shares

$373 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

9.32M
Shares

$345 Million
0.49% of portfolio
Northwestern Mutual Wealth Management CO

6.82M
Shares

$252 Million
0.21% of portfolio

About CAPITAL GROUP GROWTH ETF SHS C

Ticker CGGR
Sector ETFs
Industry ETFs

More about CGGR

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.