Sar Wealth Management Group, LLC Capital Group Growth ETF Shs C Transaction History
Sar Wealth Management Group, LLC
- $175 Billion
- Q3 2025
A detailed history of Sar Wealth Management Group, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 12,600 shares of CGGR stock, worth $543,186. This represents 0.32% of its overall portfolio holdings.
Number of Shares
12,600
Previous 12,600
-0.0%
Holding current value
$543,186
Previous $512 Million
8.04%
% of portfolio
0.32%
Previous 0.32%
Shares
5 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