True Wealth Advisors, LLC Capital Group Growth ETF Shs C Transaction History

True Wealth Advisors, LLC

$291 Million
Q3 2025

A detailed history of True Wealth Advisors, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, True Wealth Advisors, LLC holds 6,452 shares of CGGR stock, worth $284,339. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,452

Holding current value

$284,339

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 15, 2025	BUY	$40.2 - $44.58 $259,370 - $287,630	6,452 New	6,452 $283,000

Others Institutions Holding CGGR

# of Institutions

509

Shares Held

254M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

30M
Shares

$1.32 Billion
0.43% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

22.3M
Shares

$981 Million
8.56% of portfolio
Commonwealth Equity Services, LLC

12.7M
Shares

$560 Million
0.72% of portfolio
Morgan Stanley New York, NY

11.9M
Shares

$523 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

11.5M
Shares

$506 Million
0.04% of portfolio

View Full List

About CAPITAL GROUP GROWTH ETF SHS C

Ticker CGGR
Sector ETFs
Industry ETFs

More about CGGR

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True Wealth Advisors, LLC Capital Group Growth ETF Shs C Transaction History