Avantax Advisory Services, Inc. Capital Group Core Equity ETF Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 115,626 shares of CGUS stock, worth $4.63 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
115,626
Previous 93,684
23.42%
Holding current value
$4.63 Million
Previous $3.13 Million
36.47%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding CGUS
# of Institutions
347Shares Held
113MCall Options Held
16.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC16.2MShares$648 Million0.21% of portfolio
-
Envestnet Asset Management Inc10.3MShares$413 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.67MShares$227 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.01MShares$200 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.83MShares$193 Million0.32% of portfolio