Wr Wealth Planners, LLC Capital Group Global Growth Eq Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 76,961 shares of CGGO stock, worth $2.28 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

76,961

Previous 90,130 14.61%

Holding current value

$2.28 Million

Previous $2.65 Million 12.55%

% of portfolio

0.67%

Previous 0.83%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$27.25 - $30.52 $358,855 - $401,917	-13,169 Reduced 14.61%	76,961 $2.32 Million
Q2 2024 Jul 31, 2024	BUY	$27.26 - $30.04 $269,601 - $297,095	9,890 Added 12.33%	90,130 $2.65 Million
Q1 2024 Jul 31, 2024	BUY	$25.15 - $28.93 $1.55 Million - $1.79 Million	61,751 Added 333.99%	80,240 $2.31 Million
Q4 2023 Jul 30, 2024	BUY	$22.13 - $25.85 $409,161 - $477,940	18,489 New	18,489 $475,000
Q3 2023 Aug 01, 2024	BUY	$22.72 - $24.86 $31,671 - $34,654	1,394 Added 46.92%	4,365 $100 Million
Q2 2023 Aug 01, 2024	SELL	$22.96 - $24.47 $2 Million - $2.13 Million	-87,159 Reduced 96.7%	2,971 $72.2 Million
Q1 2023 Aug 01, 2024	SELL	$21.09 - $23.13 $1.84 Million - $2.02 Million	-87,159 Reduced 96.7%	2,971 $68.5 Million
Q4 2022 Oct 10, 2024	BUY	$18.69 - $22.11 $17,007 - $20,120	910 Added 44.15%	2,971 $62.4 Million
Q3 2022 Oct 10, 2024	SELL	$18.7 - $22.43 $1.65 Million - $1.98 Million	-88,069 Reduced 97.71%	2,061 $38.5 Million

Others Institutions Holding CGGO

# of Institutions

252

Shares Held

106M

Call Options Held

Put Options Held

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About CAPITAL GROUP GLOBAL GROWTH EQ

Ticker CGGO
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Wr Wealth Planners, LLC Capital Group Global Growth Eq Transaction History