Blue Zone Wealth Advisors, LLC Capital Group Growth ETF Shs C Transaction History
Blue Zone Wealth Advisors, LLC
- $327 Million
- Q1 2025
A detailed history of Blue Zone Wealth Advisors, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 8,873 shares of CGGR stock, worth $295,825. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,873
Previous 7,125
24.53%
Holding current value
$295,825
Previous $264,000
15.15%
% of portfolio
0.09%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding CGGR
# of Institutions
448Shares Held
191MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA20.1MShares$670 Million7.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.8MShares$559 Million0.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$345 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC10.3MShares$342 Million0.56% of portfolio
-
Northwestern Mutual Wealth Management CO7.91MShares$264 Million0.25% of portfolio