Investments & Financial Planning, LLC Capital Group Growth ETF Shs C Transaction History

Investments & Financial Planning, LLC

  • $162 Million
  • Q4 2024

A detailed history of Investments & Financial Planning, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 240,713 shares of CGGR stock, worth $9.46 Million. This represents 5.52% of its overall portfolio holdings.

Number of Shares
240,713
Previous 232,143 3.69%
Holding current value
$9.46 Million
Previous $8.08 Million 10.79%
% of portfolio
5.52%
Previous 5.12%

Shares

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

Jan 27, 2025
BUY
$34.49 - $39.24 $295,579 - $336,286
8,570 Added 3.69%
240,713 $8.95 Million
Q3 2024

Oct 15, 2024
SELL
$30.71 - $34.79 $99,623 - $112,858
-3,244 Reduced 1.38%
232,143 $8.08 Million
Q2 2024

Jul 18, 2024
BUY
$30.03 - $33.13 $181,441 - $200,171
6,042 Added 2.63%
235,387 $7.74 Million
Q1 2024

May 03, 2024
BUY
$27.54 - $32.16 $156,675 - $182,958
5,689 Added 2.54%
229,345 $7.34 Million
Q4 2023

Jan 18, 2024
BUY
$23.4 - $28.47 $2.38 Million - $2.9 Million
101,773 Added 83.5%
223,656 $6.31 Million
Q3 2023

Oct 18, 2023
BUY
$24.23 - $26.44 $376,001 - $410,295
15,518 Added 14.59%
121,883 $2.99 Million
Q2 2023

Jul 18, 2023
BUY
$21.86 - $25.23 $482,865 - $557,305
22,089 Added 26.21%
106,365 $2.68 Million
Q1 2023

May 02, 2023
BUY
$19.79 - $23.05 $580,658 - $676,310
29,341 Added 53.41%
84,276 $1.89 Million
Q4 2022

Feb 28, 2023
BUY
$19.03 - $21.59 $814,407 - $923,965
42,796 Added 352.55%
54,935 $1.1 Million
Q2 2022

Aug 11, 2022
BUY
$19.41 - $26.74 $235,617 - $324,596
12,139 New
12,139 $242,000

Others Institutions Holding CGGR

# of Institutions
404
Shares Held
170M
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
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