National Wealth Management Group, LLC Capital Group Growth ETF Shs C Transaction History
National Wealth Management Group, LLC
- $289 Billion
- Q4 2025
A detailed history of National Wealth Management Group, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, National Wealth Management Group, LLC holds 58,258 shares of CGGR stock, worth $2.51 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
58,258
Previous 41,928
38.95%
Holding current value
$2.51 Million
Previous $1.84 Billion
40.69%
% of portfolio
0.9%
Previous 0.69%
Shares
9 transactions
Others Institutions Holding CGGR
# of Institutions
568Shares Held
291MCall 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