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

Summit Investment Advisory Services, LLC

$204 Billion
Q1 2025

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 772,161 shares of CGGR stock, worth $26.5 Million. This represents 12.96% of its overall portfolio holdings.

Number of Shares

772,161

Previous 805,259 4.11%

Holding current value

$26.5 Million

Previous $29.9 Billion 11.64%

% of portfolio

12.96%

Previous 15.43%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$33.98 - $39.84 $1.12 Million - $1.32 Million	-33,098 Reduced 4.11%	772,161 $26.4 Billion
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

443

Shares Held

189M

Call Options Held

Put Options Held

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About CAPITAL GROUP GROWTH ETF SHS C

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