Investmark Advisory Group LLC Capital Group Growth ETF Shs C Transaction History

Investmark Advisory Group LLC

  • $200 Million
  • Q4 2024

A detailed history of Investmark Advisory Group LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Investmark Advisory Group LLC holds 235,608 shares of CGGR stock, worth $9.39 Million. This represents 4.39% of its overall portfolio holdings.

Number of Shares
235,608
Previous 236,187 0.25%
Holding current value
$9.39 Million
Previous $8.22 Million 6.58%
% of portfolio
4.39%
Previous 4.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025
SELL
$34.49 - $39.24 $19,969 - $22,719
-579 Reduced 0.25%
235,608 $8.76 Million
Q3 2024

Nov 14, 2024
BUY
$30.71 - $34.79 $182,632 - $206,896
5,947 Added 2.58%
236,187 $8.22 Million
Q2 2024

Aug 14, 2024
BUY
$30.03 - $33.13 $552,101 - $609,095
18,385 Added 8.68%
230,240 $7.57 Million
Q1 2024

May 17, 2024
BUY
$27.54 - $32.16 $105,781 - $123,526
3,841 Added 1.85%
211,855 $6.78 Million
Q4 2023

Feb 14, 2024
BUY
$23.4 - $28.47 $940,750 - $1.14 Million
40,203 Added 23.96%
208,014 $5.87 Million
Q2 2023

Aug 14, 2023
BUY
$21.86 - $25.23 $363,247 - $419,246
16,617 Added 10.99%
167,811 $4.23 Million
Q1 2023

May 15, 2023
BUY
$19.79 - $23.05 $663,954 - $773,327
33,550 Added 28.52%
151,194 $3.4 Million
Q4 2022

Jan 24, 2023
BUY
$19.03 - $21.59 $548,711 - $622,526
28,834 Added 32.47%
117,644 $0
Q3 2022

Nov 14, 2022
BUY
$19.52 - $23.26 $886,617 - $1.06 Million
45,421 Added 104.68%
88,810 $1.73 Million
Q2 2022

Jul 15, 2022
BUY
$19.41 - $26.74 $245,769 - $338,581
12,662 Added 41.21%
43,389 $866,000
Q1 2022

May 03, 2022
BUY
$23.22 - $26.79 $713,480 - $823,176
30,727 New
30,727 $803,000

Others Institutions Holding CGGR

# of Institutions
434
Shares Held
185M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP GROWTH ETF SHS C

CGGR Quotes by TradingView
  • Ticker CGGR
  • Sector ETFs
  • Industry ETFs
More about CGGR
Track This Portfolio

Track Investmark Advisory Group LLC Portfolio

Follow Investmark Advisory Group 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 Investmark Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investmark Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email