A detailed history of Iam Advisory, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Iam Advisory, LLC holds 64,493 shares of CGGR stock, worth $2.48 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
64,493
Previous 64,426 0.1%
Holding current value
$2.48 Million
Previous $2.12 Million 5.9%
% of portfolio
0.57%
Previous 0.57%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$30.71 - $34.79 $2,057 - $2,330
67 Added 0.1%
64,493 $2.24 Million
Q2 2024

Jul 12, 2024

BUY
$30.03 - $33.13 $1.72 Million - $1.9 Million
57,351 Added 810.61%
64,426 $2.12 Million
Q1 2024

Apr 15, 2024

SELL
$27.54 - $32.16 $65,545 - $76,540
-2,380 Reduced 25.17%
7,075 $226,000
Q3 2023

Oct 10, 2023

BUY
$24.23 - $26.44 $484 - $528
20 Added 0.21%
9,455 $231,000
Q2 2023

Jul 13, 2023

BUY
$21.86 - $25.23 $206,249 - $238,045
9,435 New
9,435 $238,000

Others Institutions Holding CGGR

About CAPITAL GROUP GROWTH ETF SHS C


  • Ticker CGGR
  • Sector ETFs
  • Industry ETFs
More about CGGR
Track This Portfolio

Track Iam Advisory, LLC Portfolio

Follow Iam Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iam Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iam Advisory, LLC with notifications on news.