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Capital Group Growth Etf shares owned by Holistic Planning

Quarter-by-quarter ownership of Capital Group Growth Etf (CGGR) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Capital Group Growth Etf

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Growth Etf held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Growth Etf by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 42k 31.99

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive Enhanced (BUXX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Holistic Planning

Top funds holding Capital Group Growth Etf

LPL Financial
Commonwealth Equity Services
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Envestnet Asset Management
Royal Bank of Canada
Cetera Investment Advisers
Cambridge Investment Research Advisors
Raymond James & Associates
Signature Estate and Investment Advisors
Advisor Group Holdings
Financial Security Advisor
Raymond James Financial Services Advisors
UBS Group

View all funds holding Capital Group Growth Etf