Northwest Financial Advisors Capital Group Core Equity ETF Transaction History
Northwest Financial Advisors
- $121 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
304Shares Held
86.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$334 Million0.14% of portfolio
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Envestnet Asset Management Inc7.83MShares$283 Million0.09% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.85MShares$175 Million0.06% of portfolio
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Morgan Stanley New York, NY4.01MShares$145 Million0.01% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$143 Million1.35% of portfolio