Ae Wealth Management LLC Capital Group Growth ETF Shs C Transaction History
Ae Wealth Management LLC
- $14.9 Billion
- Q4 2025
A detailed history of Ae Wealth Management LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Ae Wealth Management LLC holds 7,790 shares of CGGR stock, worth $335,826. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,790
Previous 5,993
29.98%
Holding current value
$335,826
Previous $263,000
27.38%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding CGGR
# of Institutions
582Shares Held
295MCall 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