Fsm Wealth Advisors, LLC Capital Group Global Growth Eq Transaction History
Fsm Wealth Advisors, LLC
- $377 Million
- Q3 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 142,190 shares of CGGO stock, worth $4.15 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
142,190
Previous 140,135
1.47%
Holding current value
$4.15 Million
Previous $4.13 Million
3.93%
% of portfolio
1.14%
Previous 1.38%
Shares
10 transactions
Others Institutions Holding CGGO
# of Institutions
254Shares Held
106MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA15.1MShares$440 Million4.57% of portfolio
-
Northwestern Mutual Wealth Management CO9.2MShares$269 Million0.25% of portfolio
-
Raymond James & Associates St Petersburg, FL6.5MShares$190 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.54MShares$162 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.04MShares$147 Million0.21% of portfolio