Worth Financial Advisory Group, LLC Capital Group Core Equity ETF Call Options Transaction History

Worth Financial Advisory Group, LLC

$170 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CGUS

# of Institutions

260

Shares Held

61.6M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

5.89M
Shares

$201 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

4.91M
Shares

$168 Million
0.08% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

3.62M
Shares

$124 Million
1.22% of portfolio
Raymond James & Associates St Petersburg, FL

2.61M
Shares

$89.3 Million
0.06% of portfolio
Northwestern Mutual Wealth Management CO

2.47M
Shares

$84.6 Million
0.08% of portfolio

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.