Sage View Advisory Group, LLC Capital Group Growth ETF Shs C Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	SELL	$23.4 - $28.47 $8,166 - $9,936	-349 Reduced 4.2%	7,956 $234 Million
Q3 2023 Nov 02, 2023	BUY	$24.23 - $26.44 $201,230 - $219,584	8,305 New	8,305 $203 Million

Others Institutions Holding CGGR

# of Institutions

416

Shares Held

176M

Call Options Held

0

Put Options Held

0

Capital Group Private Client Services, Inc. Los Angeles, CA

20.1M
Shares

$790 Million
7.3% of portfolio
Lpl Financial LLC Fort Mill, SC

16.8M
Shares

$659 Million
0.26% of portfolio
Commonwealth Equity Services, LLC

10.3M
Shares

$403 Million
0.56% of portfolio
Bank Of America Corp Charlotte, NC

10.1M
Shares

$397 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

7.91M
Shares

$311 Million
0.25% of portfolio

About CAPITAL GROUP GROWTH ETF SHS C

Ticker CGGR
Sector ETFs
Industry ETFs

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