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Get Institutions for : 
Capital Group Growth Etf (CGGR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 249    39
Total shares held : 
96,064,029  
% of shares held : 
94.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  148  
Amount of shares held : 
16,811,289  
% of shares held change : 
  16.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
42
 1,798,883
 1.87%
 
Increased Positions :
145
 16,025,849
 16.68%
 
Unchanged Positions :
26
 763,155
 0.79%
 
Decreased Positions :
36
-544,425
-0.57%
 
Closed Positions :
3
-469,018
-0.49%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Delta Investment Management LLC 18 *New 2024-03-31 198,665 $6,355,000 198,665
   Obsidian Personal Planning Solutions LLC 12 *New 2024-03-31 169,027 $5,128,000 169,027
   BlueChip Wealth Advisors LLC 11 *New 2024-03-31 122,476 $3,918,000 122,476
   Simplicity WealthLLC 248 *New 2024-03-31 105,100 $3,362,000 105,100
   MCCORMACK ADVISORS INTERNATIONAL 317 *New 2024-03-31 81,931 $2,621,000 81,931
   Cooper Financial Group 46 *New 2024-03-31 72,960 $2,334,000 72,960
   BlackDiamond Wealth Management Inc. 20 *New 2024-03-31 65,712 $2,102,000 65,712
   Clear Creek Financial Management LLC 101 *New 2024-03-31 48,995 $1,567,000 48,995
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 200 *New 2024-03-31 34,703 $1,110,000 34,703
   Tempus Wealth Planning LLC 52 *New 2024-03-31 34,681 $1,109,000 34,681
   Retirement Group LLC 39 *New 2024-03-31 33,046 $1,057,000 33,046
   STONNINGTON GROUP LLC 102 *New 2023-03-31 38,400 $868,000 38,400
   Virtue Capital Management LLC 194 *New 2024-03-31 17,296 $546,000 17,296
   WARNER FINANCIAL INC 71 *New 2024-03-31 16,460 $527,000 16,460
   Magnus Financial Group LLC 202 *New 2024-03-31 13,174 $421,000 13,174
   Founders Financial Alliance LLC 176 *New 2024-03-31 12,560 $402,000 12,560
   Fulcrum Equity Management 73 *New 2024-03-31 11,389 $364,000 11,389
   Equitable Holdings Inc. 910 *New 2024-03-31 10,882 $348,000 10,882
   Trilogy Capital Inc. 241 *New 2024-03-31 10,476 $335,000 10,476
   J Arnold Wealth Management Co 29 *New 2023-12-31 11,119 $314,000 11,119
   CIM LLC 131 *New 2023-12-31 9,385 $289,000 9,385
   HARMONY ASSET MANAGEMENT LLC 131 *New 2024-03-31 8,484 $271,000 8,484
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 148 *New 2024-03-31 8,029 $257,000 8,029
   TCG Advisory Services LLC 380 *New 2024-03-31 8,009 $256,000 8,009
   Rather & Kittrell Inc. 73 *New 2024-03-31 7,800 $250,000 7,800
   Change Path LLC 791 *New 2024-03-31 7,391 $236,000 7,391
   Kovack Advisors Inc. 422 *New 2024-03-31 6,804 $218,000 6,804
   DANA INVESTMENT ADVISORS INC 511 *New 2024-03-31 6,721 $215,000 6,721
   Trueblood Wealth Management LLC 206 *New 2024-03-31 6,597 $211,000 6,597
   RFG Advisory Group LLC 689 *New 2024-03-31 6,467 $207,000 6,467
   HANSON MCCLAIN, INC. 857 *New 2024-03-31 4,905 $157,000 4,905
   Vista Private Wealth Partners. LLC 86 *New 2024-03-31 4,100 $117,000 4,100
   MATHER GROUP, INC. 768 *New 2024-03-31 2,761 $78,000 2,761
   Atlantic Trust Group LLC 1581 *New 2024-03-31 1,950 $62,000 1,950
   Parallel Advisors LLC 1482 *New 2024-03-31 1,600 $51,000 1,600
   CLEAR INVESTMENT RESEARCH LLC 102 *New 2024-03-31 1,481 $47,000 1,481
   Farther Finance Advisors LLC 1266 *New 2024-03-31 1,191 $38,000 1,191
   Penserra Capital Management LLC 946 *New 2024-03-31 243 $7,000 243
   TUCKER ASSET MANAGEMENT LLC 577 *New 2023-12-31 170 $5,000 170
   BARTLETT & CO. LLC 1152 *New 2023-12-31 43 $1,000 43
   SIMPLEX TRADING LLC 3273 *New 2024-03-31 24 $0 24

  41 Records found
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