Fin Dec Wealth Services, Inc. Capital Group Core Equity ETF Transaction History
Fin Dec Wealth Services, Inc.
- $144 Billion
- Q4 2024
A detailed history of Fin Dec Wealth Services, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 183,446 shares of CGUS stock, worth $6.03 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
183,446
Previous 228,715
19.79%
Holding current value
$6.03 Million
Previous $7.84 Billion
18.18%
% of portfolio
4.45%
Previous 4.55%
Shares
9 transactions
Others Institutions Holding CGUS
# of Institutions
314Shares Held
90MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$303 Million0.14% of portfolio
-
Envestnet Asset Management Inc9.09MShares$299 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$159 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$132 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$130 Million1.35% of portfolio