EXENCIAL WEALTH ADVISORS, LLC
Position in CGGR — Capital Group Growth ETF
CIK 1576151
OKLAHOMA CITY, OK
All Filings in CGGR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,126,036 | 401,245 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $17,722,762 | 398,533 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $17,740,034 | 403,917 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $16,710,727 | 411,088 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $13,934,509 | 406,847 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $15,346,415 | 412,871 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $14,692,512 | 422,320 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $13,838,204 | 420,742 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,577,660 | 361,915 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,936,436 | 68,595 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,642,945 | 67,059 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,128,503 | 84,364 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||