Balboa Wealth Partners Capital Group Growth ETF Shs C Transaction History
Balboa Wealth Partners
- $552 Million
- Q3 2025
A detailed history of Balboa Wealth Partners transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Balboa Wealth Partners holds 14,154 shares of CGGR stock, worth $610,178. This represents 0.11% of its overall portfolio holdings.
Number of Shares
14,154
Previous 11,750
20.46%
Holding current value
$610,178
Previous $477,000
30.19%
% of portfolio
0.11%
Previous 0.1%
Shares
2 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