Udine Wealth Management, Inc. Capital Group Growth ETF Shs C Transaction History
Udine Wealth Management, Inc.
- $147 Million
- Q1 2025
Shares
1 transactions
Others Institutions Holding CGGR
# of Institutions
448Shares Held
191MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA20.1MShares$655 Million7.3% of portfolio
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Lpl Financial LLC Fort Mill, SC16.8MShares$546 Million0.26% of portfolio
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Bank Of America Corp Charlotte, NC10.4MShares$337 Million0.03% of portfolio
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Commonwealth Equity Services, LLC10.3MShares$334 Million0.56% of portfolio
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Northwestern Mutual Wealth Management CO7.91MShares$258 Million0.25% of portfolio