Obsidian Personal Planning Solutions LLC Capital Group Growth ETF Shs C Transaction History
Obsidian Personal Planning Solutions LLC
- $283 Million
- Q3 2025
A detailed history of Obsidian Personal Planning Solutions LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 237,737 shares of CGGR stock, worth $10.2 Million. This represents 3.69% of its overall portfolio holdings.
Number of Shares
237,737
Previous 226,782
4.83%
Holding current value
$10.2 Million
Previous $9.22 Million
13.27%
% of portfolio
3.69%
Previous 3.78%
Shares
7 transactions
Others Institutions Holding CGGR
# of Institutions
559Shares 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