Wr Wealth Planners, LLC Capital Group Core Equity ETF Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 36,836 shares of CGUS stock, worth $1.31 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
36,836
Previous 33,317
10.56%
Holding current value
$1.31 Million
Previous $1.07 Million
17.5%
% of portfolio
0.36%
Previous 0.34%
Shares
7 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$237 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$237 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$133 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$108 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94.6 Million0.21% of portfolio