Octavia Wealth Advisors, LLC Capital Group Growth ETF Shs C Transaction History
Octavia Wealth Advisors, LLC
- $822 Million
- Q4 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 16,915 shares of CGGR stock, worth $664,928. This represents 0.08% of its overall portfolio holdings.
Number of Shares
16,915
Previous 16,962
0.28%
Holding current value
$664,928
Previous $590,000
6.44%
% of portfolio
0.08%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding CGGR
# of Institutions
392Shares Held
160MCall Options Held
0Put Options Held
5.9K-
Capital Group Private Client Services, Inc. Los Angeles, CA19.4MShares$762 Million6.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$489 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC10.1MShares$397 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC9.32MShares$366 Million0.49% of portfolio
-
Northwestern Mutual Wealth Management CO6.82MShares$268 Million0.21% of portfolio