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 $1.43 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
43,801
Previous 43,621
0.41%
Holding current value
$1.43 Million
Previous $1.07 Million
15.73%
% of portfolio
0.08%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding CGGR
# of Institutions
448Shares Held
191MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA20.1MShares$655 Million7.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.8MShares$546 Million0.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$337 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC10.3MShares$334 Million0.56% of portfolio
-
Northwestern Mutual Wealth Management CO7.91MShares$258 Million0.25% of portfolio