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 $26.9 Million. This represents 12.96% of its overall portfolio holdings.

Number of Shares
772,161
Previous 805,259 4.11%
Holding current value
$26.9 Million
Previous $29.9 Billion 11.64%
% of portfolio
12.96%
Previous 15.43%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
458
Shares Held
196M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP GROWTH ETF SHS C

CGGR Quotes by TradingView
  • Ticker CGGR
  • Sector ETFs
  • Industry ETFs
More about CGGR
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