Wealthsource Partners, LLC Capital Group Growth ETF Shs C Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Wealthsource Partners, LLC holds 43,801 shares of CGGR stock, worth $1.53 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
43,801
Previous 43,621 0.41%
Holding current value
$1.53 Million
Previous $1.07 Million 15.73%
% of portfolio
0.08%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$23.4 - $28.47 $4,212 - $5,124
180 Added 0.41%
43,801 $1.24 Million
Q3 2023

Nov 09, 2023
SELL
$24.23 - $26.44 $8,456 - $9,227
-349 Reduced 0.79%
43,621 $1.07 Million
Q2 2023

Aug 14, 2023
BUY
$21.86 - $25.23 $30,101 - $34,741
1,377 Added 3.23%
43,970 $1.11 Million
Q1 2023

May 15, 2023
BUY
$19.79 - $23.05 $842,915 - $981,768
42,593 New
42,593 $956,000

Others Institutions Holding CGGR

# of Institutions
335
Shares Held
133M
Call Options Held
1.8K
Put Options Held
0
View Full List

About CAPITAL GROUP GROWTH ETF SHS C

CGGR Quotes by TradingView
  • Ticker CGGR
  • Sector ETFs
  • Industry ETFs
More about CGGR
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email