Ridgeline Wealth Planning, LLC Capital Group Growth ETF Shs C Transaction History
Ridgeline Wealth Planning, LLC
- $133 Billion
- Q3 2025
A detailed history of Ridgeline Wealth Planning, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 118,876 shares of CGGR stock, worth $5.12 Million. This represents 3.92% of its overall portfolio holdings.
Number of Shares
118,876
Previous 115,991
2.49%
Holding current value
$5.12 Million
Previous $4.72 Billion
10.73%
% of portfolio
3.92%
Previous 3.88%
Shares
4 transactions
Others Institutions Holding CGGR
# of Institutions
556Shares 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