Summit Investment Advisory Services, LLC Capital Group Growth ETF Shs C Transaction History

Summit Investment Advisory Services, LLC

$194 Billion
Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 805,259 shares of CGGR stock, worth $28.2 Million. This represents 15.43% of its overall portfolio holdings.

Number of Shares

805,259

Previous 778,923 3.38%

Holding current value

$28.2 Million

Previous $27.1 Billion 10.45%

% of portfolio

15.43%

Previous 14.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$34.49 - $39.24 $908,328 - $1.03 Million	26,336 Added 3.38%	805,259 $29.9 Billion
Q3 2024 Oct 16, 2024	BUY	$30.71 - $34.79 $23.9 Million - $27.1 Million	778,923 New	778,923 $27.1 Billion
Q1 2024 Apr 18, 2024	SELL	$27.54 - $32.16 $1.73 Million - $2.02 Million	-62,953 Reduced 7.82%	741,981 $23.7 Billion
Q4 2023 Jan 18, 2024	BUY	$23.4 - $28.47 $259,927 - $316,244	11,108 Added 1.4%	804,934 $22.7 Billion
Q3 2023 Oct 10, 2023	BUY	$24.23 - $26.44 $866,101 - $945,097	35,745 Added 4.72%	793,826 $19.4 Billion
Q2 2023 Jul 26, 2023	SELL	$21.86 - $25.23 $1.59 Million - $1.83 Million	-72,724 Reduced 8.75%	758,081 $19.1 Billion
Q1 2023 Apr 17, 2023	BUY	$19.79 - $23.05 $15.9 Million - $18.6 Million	805,623 Added 3199.2%	830,805 $18.7 Billion
Q4 2022 Feb 02, 2023	BUY	$19.03 - $21.59 $479,213 - $543,679	25,182 New	25,182 $502 Million

Others Institutions Holding CGGR

# of Institutions

441

Shares Held

188M

Call Options Held

Put Options Held

View Full List

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 Summit Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Investment Advisory Services, LLC with notifications on news.

Account

Summit Investment Advisory Services, LLC Capital Group Growth ETF Shs C Transaction History