Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SHS CREATION UNI
-
Total 13F shares
-
23,603
-
Share change
-
+2,998
-
Total reported value
-
$607,305
-
Price per share
-
$25.73
-
Number of holders
-
1
-
Value change
-
+$77,139
-
Number of buys
-
1
Institutional Holders of CAPITAL GROUP GBL GROWTH EQT - SHS CREATION UNI (CGGO) as of Q4 2023
As of 31 Dec 2023,
CAPITAL GROUP GBL GROWTH EQT - SHS CREATION UNI (CGGO) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
23,603 shares.
The largest 10 holders included
Capital Group Private Client Services, Inc., NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, RAYMOND JAMES & ASSOCIATES, LPL Financial LLC, Raymond James Financial Services Advisors, Inc., UBS Group AG, COMMONWEALTH EQUITY SERVICES, LLC, OSAIC HOLDINGS, INC., MML INVESTORS SERVICES, LLC, and Johnson Bixby & Associates, LLC.
This page lists
185
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.