Gutierrez Wealth Advisory, LLC Capital Group Growth ETF Shs C Transaction History
Gutierrez Wealth Advisory, LLC
- $156 Billion
- Q3 2025
A detailed history of Gutierrez Wealth Advisory, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Gutierrez Wealth Advisory, LLC holds 327,133 shares of CGGR stock, worth $14.1 Million. This represents 9.19% of its overall portfolio holdings.
Number of Shares
327,133
Previous 347,156
5.77%
Holding current value
$14.1 Million
Previous $14.1 Billion
1.81%
% of portfolio
9.19%
Previous 9.46%
Shares
4 transactions
Others Institutions Holding CGGR
# of Institutions
556Shares Held
289MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC38.6MShares$1.66 Billion0.53% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA23.4MShares$1.01 Billion20.0% of portfolio
-
Morgan Stanley New York, NY13.8MShares$595 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC12.8MShares$552 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC12.7MShares$548 Million0.72% of portfolio