Obsidian Personal Planning Solutions LLC Capital Group Growth ETF Shs C Transaction History
Obsidian Personal Planning Solutions LLC
- $196 Million
- Q4 2024
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 210,771 shares of CGGR stock, worth $7.59 Million. This represents 3.99% of its overall portfolio holdings.
Number of Shares
210,771
Previous 199,135
5.84%
Holding current value
$7.59 Million
Previous $6.93 Million
13.09%
% of portfolio
3.99%
Previous 3.42%
Shares
4 transactions
Others Institutions Holding CGGR
# of Institutions
438Shares Held
187MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA20.1MShares$724 Million7.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.8MShares$604 Million0.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.4MShares$373 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC10.3MShares$370 Million0.56% of portfolio
-
Northwestern Mutual Wealth Management CO7.91MShares$285 Million0.25% of portfolio