Fermata Advisors, LLC Capital Group Growth ETF Shs C Transaction History
Fermata Advisors, LLC
- $360 Million
- Q4 2025
A detailed history of Fermata Advisors, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Fermata Advisors, LLC holds 46,801 shares of CGGR stock, worth $2.02 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
46,801
Previous 46,107
1.51%
Holding current value
$2.02 Million
Previous $2.03 Million
0.4%
% of portfolio
0.56%
Previous 0.59%
Shares
5 transactions
Others Institutions Holding CGGR
# of Institutions
559Shares 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