Rockport Wealth LLC Capital Group Core Equity ETF Transaction History
Rockport Wealth LLC
- $237 Billion
- Q2 2024
A detailed history of Rockport Wealth LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Rockport Wealth LLC holds 11,288 shares of CGUS stock, worth $379,954. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,288
Previous 28,253
60.05%
Holding current value
$379,954
Previous $880 Million
58.65%
% of portfolio
0.15%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
248Shares Held
58.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$198 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$165 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$122 Million1.22% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$83.3 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.34MShares$78.7 Million0.18% of portfolio