Perigon Wealth Management, LLC Capital Group Growth ETF Shs C Transaction History
Perigon Wealth Management, LLC
- $5.25 Billion
- Q4 2025
A detailed history of Perigon Wealth Management, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 9,309 shares of CGGR stock, worth $401,310. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,309
Previous 7,758
19.99%
Holding current value
$401,310
Previous $340,000
17.94%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding CGGR
# of Institutions
570Shares 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