Weatherly Asset Management L. P. Capital Group Growth ETF Shs C Transaction History
Weatherly Asset Management L. P.
- $1.2 Billion
- Q3 2025
A detailed history of Weatherly Asset Management L. P. transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Weatherly Asset Management L. P. holds 14,695 shares of CGGR stock, worth $647,608. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,695
Previous 14,695
-0.0%
Holding current value
$647,608
Previous $597,000
8.04%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding CGGR
# of Institutions
507Shares Held
255MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC30MShares$1.32 Billion0.43% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA22.3MShares$981 Million8.56% of portfolio
-
Commonwealth Equity Services, LLC12.7MShares$560 Million0.72% of portfolio
-
Morgan Stanley New York, NY11.9MShares$523 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC11.5MShares$506 Million0.04% of portfolio