Wcg Wealth Advisors LLC Capital Group Global Growth Eq Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$25.15 - $28.93 $399,507 - $459,553	15,885 Added 55.83%	44,335 $1.28 Million
Q4 2023 Feb 08, 2024	BUY	$22.13 - $25.85 $629,598 - $735,432	28,450 New	28,450 $732,000

Others Institutions Holding CGGO

# of Institutions

253

Shares Held

106M

Call Options Held

0

Put Options Held

0

Capital Group Private Client Services, Inc. Los Angeles, CA

15.1M
Shares

$449 Million
4.57% of portfolio
Northwestern Mutual Wealth Management CO

9.2M
Shares

$275 Million
0.25% of portfolio
Raymond James & Associates St Petersburg, FL

6.5M
Shares

$194 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.54M
Shares

$165 Million
0.08% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

5.04M
Shares

$150 Million
0.21% of portfolio

About CAPITAL GROUP GLOBAL GROWTH EQ

Ticker CGGO
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