Tcfg Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q4 2024
A detailed history of Tcfg Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 13,702 shares of CGUS stock, worth $496,012. This represents 0.24% of its overall portfolio holdings.
Number of Shares
13,702
Previous 13,129
4.36%
Holding current value
$496,012
Previous $450 Million
6.47%
% of portfolio
0.24%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
291Shares Held
78MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$242 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$241 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$176 Million0.06% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$136 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$110 Million0.01% of portfolio