Wr Wealth Planners, LLC Capital Group Growth ETF Shs C Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 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 114,882 shares of CGGR stock, worth $4.58 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
114,882
Previous 263,087
56.33%
Holding current value
$4.58 Million
Previous $9.15 Million
53.34%
% of portfolio
1.42%
Previous 2.63%
Shares
11 transactions
Others Institutions Holding CGGR
# of Institutions
435Shares Held
183MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA20.1MShares$801 Million7.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.8MShares$668 Million0.26% of portfolio
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Bank Of America Corp Charlotte, NC10.4MShares$413 Million0.03% of portfolio
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Commonwealth Equity Services, LLC10.3MShares$409 Million0.56% of portfolio
-
Northwestern Mutual Wealth Management CO7.91MShares$315 Million0.25% of portfolio