Wealth Care Investment Partners, LLC Capital Group Growth ETF Shs C Transaction History
Wealth Care Investment Partners, LLC
- $259 Million
- Q2 2025
A detailed history of Wealth Care Investment Partners, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 274,830 shares of CGGR stock, worth $11.6 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
274,830
Previous 290,497
5.39%
Holding current value
$11.6 Million
Previous $9.95 Million
12.28%
% of portfolio
4.31%
Previous 4.24%
Shares
10 transactions
Others Institutions Holding CGGR
# of Institutions
498Shares Held
240MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC30MShares$1.27 Billion0.43% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA22.3MShares$941 Million8.56% of portfolio
-
Commonwealth Equity Services, LLC12.4MShares$526 Million0.67% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$482 Million0.03% of portfolio
-
Envestnet Asset Management Inc10.4MShares$441 Million0.13% of portfolio