Fsm Wealth Advisors, LLC Capital Group Global Growth Eq Transaction History
Fsm Wealth Advisors, LLC
- $405 Million
- Q4 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 146,006 shares of CGGO stock, worth $4.22 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
146,006
Previous 142,190
2.68%
Holding current value
$4.22 Million
Previous $4.29 Million
0.54%
% of portfolio
1.05%
Previous 1.14%
Shares
11 transactions
Others Institutions Holding CGGO
# of Institutions
301Shares Held
133MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA16MShares$462 Million4.57% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.3MShares$354 Million0.14% of portfolio
-
Northwestern Mutual Wealth Management CO10.1MShares$293 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.75MShares$195 Million0.08% of portfolio
-
Raymond James & Associates St Petersburg, FL6.5MShares$188 Million0.12% of portfolio