Wr Wealth Planners, LLC Capital Group Growth ETF Shs C Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 114,882 shares of CGGR stock, worth $4.95 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
114,882
Previous 263,087
56.33%
Holding current value
$4.95 Million
Previous $9.15 Million
53.34%
% of portfolio
1.42%
Previous 2.63%
Shares
11 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