Kingsview Wealth Management, LLC Capital Group Growth ETF Shs C Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 14,021 shares of CGGR stock, worth $504,896. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,021

Previous 12,401 13.06%

Holding current value

$504,896

Previous $431,000 20.88%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$34.49 - $39.24 $55,873 - $63,568	1,620 Added 13.06%	14,021 $521,000
Q3 2024 Nov 12, 2024	BUY	$30.71 - $34.79 $46,034 - $52,150	1,499 Added 13.75%	12,401 $431,000
Q2 2024 Aug 14, 2024	BUY	$30.03 - $33.13 $18,768 - $20,706	625 Added 6.08%	10,902 $358,000
Q1 2024 May 09, 2024	SELL	$27.54 - $32.16 $74,633 - $87,153	-2,710 Reduced 20.87%	10,277 $328,000
Q4 2023 Feb 08, 2024	BUY	$23.4 - $28.47 $37,182 - $45,238	1,589 Added 13.94%	12,987 $366,000
Q3 2023 Nov 07, 2023	BUY	$24.23 - $26.44 $59,702 - $65,148	2,464 Added 27.58%	11,398 $279,000
Q2 2023 Aug 10, 2023	BUY	$21.86 - $25.23 $195,297 - $225,404	8,934 New	8,934 $225,000

Others Institutions Holding CGGR

# of Institutions

438

Shares Held

187M

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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Kingsview Wealth Management, LLC Capital Group Growth ETF Shs C Transaction History