Blue Zone Wealth Advisors, LLC Capital Group Growth ETF Shs C Transaction History
Blue Zone Wealth Advisors, LLC
- $461 Million
- Q3 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 12,278 shares of CGGR stock, worth $529,304. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,278
Previous 10,038
22.32%
Holding current value
$529,304
Previous $408,000
32.11%
% of portfolio
0.12%
Previous 0.11%
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