Vertex Planning Partners, LLC Capital Group Global Growth Eq Transaction History
Vertex Planning Partners, LLC
- $479 Billion
- Q2 2025
A detailed history of Vertex Planning Partners, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 6,443 shares of CGGO stock, worth $224,925. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,443Holding current value
$224,925% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding CGGO
# of Institutions
349Shares Held
161MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA18.2MShares$636 Million5.51% of portfolio
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Raymond James Financial Inc St. Petersburg, FL12.1MShares$421 Million0.14% of portfolio
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Lpl Financial LLC Fort Mill, SC11.2MShares$389 Million0.13% of portfolio
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Northwestern Mutual Wealth Management CO10.8MShares$376 Million0.25% of portfolio
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Morgan Stanley New York, NY7.5MShares$262 Million0.02% of portfolio