Beacon Financial Advisory LLC Capital Group Global Growth Eq Transaction History
Beacon Financial Advisory LLC
- $373 Million
- Q3 2025
A detailed history of Beacon Financial Advisory LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 54,555 shares of CGGO stock, worth $1.86 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
54,555
Previous 52,198
4.52%
Holding current value
$1.86 Million
Previous $1.67 Million
11.75%
% of portfolio
0.5%
Previous 0.49%
Shares
12 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