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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
2024-09-30 $959k 28k 34.79
2024-06-30 $1.4M 42k 31.99
2024-03-31 $1.4M 42k 31.99

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

Top funds holding Capital Group Growth Etf

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

View all funds holding Capital Group Growth Etf