Concurrent Investment Advisors, LLC Capital Group Global Growth Eq Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 92,303 shares of CGGO stock, worth $3.15 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
92,303
Previous 71,495
29.1%
Holding current value
$3.15 Million
Previous $2.29 Billion
37.99%
% of portfolio
0.05%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding CGGO
# of Institutions
375Shares Held
177MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA20.3MShares$693 Million13.46% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$448 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$410 Million0.14% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$377 Million0.26% of portfolio
-
Envestnet Asset Management Inc9.21MShares$315 Million0.1% of portfolio