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
260Shares Held
62.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$237 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$175 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$129 Million1.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.61MShares$92.8 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$87.9 Million0.08% of portfolio