Iht Wealth Management, LLC Capital Group Global Growth Eq Transaction History
Iht Wealth Management, LLC
- $3.68 Billion
- Q3 2025
A detailed history of Iht Wealth Management, LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Iht Wealth Management, LLC holds 8,067 shares of CGGO stock, worth $275,730. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,067
Previous 7,100
13.62%
Holding current value
$275,730
Previous $226,000
21.68%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CGGO
# of Institutions
375Shares Held
177MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA20.3MShares$693 Million13.46% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$448 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$410 Million0.14% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$377 Million0.26% of portfolio
-
Envestnet Asset Management Inc9.21MShares$315 Million0.1% of portfolio