Integrated Wealth Concepts LLC
Position in CGGO — Capital Group Global Growth Equity ETF
CIK 1737109
WALTHAM, MA
All Filings in CGGO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,395,410 | 552,691 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,311,492 | 428,873 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,980,895 | 345,769 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,982,321 | 292,137 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,411,882 | 263,118 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,533,188 | 195,312 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,160,464 | 108,161 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,365,674 | 45,296 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,237,893 | 42,048 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $992,995 | 34,479 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,022,407 | 39,736 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $832,041 | 36,302 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $214,140 | 8,816 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||