Wcg Wealth Advisors LLC Capital Group Growth ETF Shs C 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	$27.54 - $32.16 $251,577 - $293,781	9,135 Added 54.44%	25,915 $829,000
Q4 2023 Feb 08, 2024	BUY	$23.4 - $28.47 $392,652 - $477,726	16,780 New	16,780 $474,000

Others Institutions Holding CGGR

# of Institutions

360

Shares Held

155M

Call Options Held

0

Put Options Held

5.9K

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

19.4M
Shares

$717 Million
6.79% of portfolio
Lpl Financial LLC Fort Mill, SC

12.4M
Shares

$460 Million
0.2% of portfolio
Bank Of America Corp Charlotte, NC

10.1M
Shares

$373 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

9.32M
Shares

$345 Million
0.49% of portfolio
Northwestern Mutual Wealth Management CO

6.82M
Shares

$252 Million
0.21% of portfolio

About CAPITAL GROUP GROWTH ETF SHS C

Ticker CGGR
Sector ETFs
Industry ETFs

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