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Capital Group Gbl Growth Eqt shares owned by Zrc Wealth Management

Quarter-by-quarter ownership of Capital Group Gbl Growth Eqt (CGGO) shares owned by Zrc Wealth Management from 13F filings

Historical chart of Zrc Wealth Management investment in Capital Group Gbl Growth Eqt

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Gbl Growth Eqt held by Zrc Wealth Management 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $27k 894 30.15
2024-06-30 $26k 894 29.44

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Reit Etf (SCHH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Zrc Wealth Management

Top funds holding Capital Group Gbl Growth Eqt

Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Raymond James & Associates
LPL Financial
Raymond James Financial Services Advisors
Envestnet Asset Management
Morgan Stanley
Commonwealth Equity Services
Wells Fargo & Company
Advisor Group Holdings
Royal Bank of Canada
Cambridge Investment Research Advisors
Mml Investors Services
Cetera Investment Advisers
Bank of America Corporation

View all funds holding Capital Group Gbl Growth Eqt