Winch Advisory Services, LLC Capital Group Growth ETF Shs C Transaction History
Winch Advisory Services, LLC
- $427 Million
- Q3 2025
A detailed history of Winch Advisory Services, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Winch Advisory Services, LLC holds 1,459 shares of CGGR stock, worth $62,897. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,459
Previous 1,463
0.27%
Holding current value
$62,897
Previous $59,000
8.47%
% of portfolio
0.01%
Previous 0.02%
Shares
5 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