Kwb Wealth Capital Group Growth ETF Shs C Transaction History
Kwb Wealth
- $891 Million
- Q4 2025
A detailed history of Kwb Wealth transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Kwb Wealth holds 202,927 shares of CGGR stock, worth $8.75 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
202,927
Previous 154,440
31.4%
Holding current value
$8.75 Million
Previous $6.78 Million
28.97%
% of portfolio
0.98%
Previous 0.77%
Shares
5 transactions
Others Institutions Holding CGGR
# of Institutions
560Shares Held
289MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC38.6MShares$1.66 Billion0.53% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA23.4MShares$1.01 Billion20.0% of portfolio
-
Morgan Stanley New York, NY13.8MShares$595 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC12.8MShares$552 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC12.7MShares$548 Million0.72% of portfolio