Wr Wealth Planners, LLC Capital Group Global Growth Eq Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 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 90,130 shares of CGGO stock, worth $2.65 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
90,130
Previous 80,240
12.33%
Holding current value
$2.65 Million
Previous $2.31 Million
14.85%
% of portfolio
0.83%
Previous 0.74%
Shares
6 transactions
Others Institutions Holding CGGO
# of Institutions
238Shares Held
94.7MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA13.7MShares$405 Million4.22% of portfolio
-
Northwestern Mutual Wealth Management CO7.65MShares$225 Million0.22% of portfolio
-
Raymond James & Associates St Petersburg, FL5.79MShares$171 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.8MShares$141 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL4.43MShares$130 Million0.19% of portfolio