Leonard Rickey Investment Advisors P »

Capital Group Gbl Growth Eqt shares owned by Leonard Rickey Investment Advisors P

Quarter-by-quarter ownership of Capital Group Gbl Growth Eqt (CGGO) shares owned by Leonard Rickey Investment Advisors P from 13F filings

Historical chart of Leonard Rickey Investment Advisors P investment in Capital Group Gbl Growth Eqt

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All positions including Capital Group Gbl Growth Eqt held by Leonard Rickey Investment Advisors P consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Gbl Growth Eqt by Leonard Rickey Investment Advisors P

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 74k 28.80
2023-12-31 $2.2M 87k 25.73
2023-09-30 $2.1M 92k 22.92

More positions owned by Leonard Rickey Investment Advisors P

Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Total Usd (IUSB)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)

View all positions for Leonard Rickey Investment Advisors P

Top funds holding Capital Group Gbl Growth Eqt

Northwestern Mutual Wealth Management Company
Raymond James & Associates
LPL Financial
Raymond James Financial Services Advisors
UBS Group
Commonwealth Equity Services
Wells Fargo & Company
Advisor Group Holdings
Envestnet Asset Management
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
Johnson Bixby & Associates
WNY Asset Management
Baird Financial
Royal Bank of Canada

View all funds holding Capital Group Gbl Growth Eqt