Holistic Planning, LLC Capital Group Growth ETF Shs C Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Holistic Planning, LLC holds 25,154 shares of CGGR stock, worth $1.08 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

25,154

Previous 25,154 -0.0%

Holding current value

$1.08 Million

Previous $1.02 Billion 8.04%

% of portfolio

0.29%

Previous 0.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$30.53 - $40.65 $26,103 - $34,755	855 Added 3.52%	25,154 $1.02 Billion
Q1 2025 Apr 23, 2025	SELL	$33.98 - $39.84 $15,460 - $18,127	-455 Reduced 1.84%	24,299 $832 Million
Q4 2024 Jan 24, 2025	SELL	$34.49 - $39.24 $96,744 - $110,068	-2,805 Reduced 10.18%	24,754 $920 Million
Q3 2024 Nov 01, 2024	SELL	$30.71 - $34.79 $455,490 - $516,005	-14,832 Reduced 34.99%	27,559 $959 Million
Q1 2024 May 01, 2024	SELL	$27.54 - $32.16 $196,222 - $229,139	-7,125 Reduced 14.39%	42,391 $1.36 Billion

Q4 2023 Feb 14, 2024	BUY	$23.4 - $28.47 $1.16 Million - $1.41 Million	49,516 New	49,516 $1.4 Billion

Others Institutions Holding CGGR

# of Institutions

556

Shares Held

289M

Call Options Held

Put Options Held

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About CAPITAL GROUP GROWTH ETF SHS C

Ticker CGGR
Sector ETFs
Industry ETFs

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Holistic Planning, LLC Capital Group Growth ETF Shs C Transaction History