Wr Wealth Planners, LLC Capital Group Growth ETF Shs C Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
A detailed history of Wr Wealth Planners, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 297,236 shares of CGGR stock, worth $9.97 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
297,236
Previous 280,630
5.92%
Holding current value
$9.97 Million
Previous $8.98 Million
8.9%
% of portfolio
3.08%
Previous 2.88%
Shares
6 transactions
Others Institutions Holding CGGR
# of Institutions
333Shares Held
133MCall Options Held
1.8KPut Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA17.1MShares$574 Million5.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.98MShares$335 Million0.17% of portfolio
-
Commonwealth Equity Services, LLC8.96MShares$301 Million0.47% of portfolio
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Bank Of America Corp Charlotte, NC7.94MShares$266 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO5.77MShares$194 Million0.19% of portfolio