Exencial Wealth Advisors, LLC Capital Group Growth ETF Shs C Transaction History
Exencial Wealth Advisors, LLC
- $2.66 Billion
- Q4 2024
A detailed history of Exencial Wealth Advisors, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 412,871 shares of CGGR stock, worth $14.4 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
412,871
Previous 422,320
2.24%
Holding current value
$14.4 Million
Previous $14.7 Million
4.45%
% of portfolio
0.58%
Previous 0.54%
Shares
7 transactions
Others Institutions Holding CGGR
# of Institutions
441Shares Held
187MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA20.1MShares$699 Million7.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.8MShares$584 Million0.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$360 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC10.3MShares$357 Million0.56% of portfolio
-
Northwestern Mutual Wealth Management CO7.91MShares$275 Million0.25% of portfolio