Avantax Advisory Services, Inc. Capital Group Core Equity ETF Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
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 65,587 shares of CGUS stock, worth $2.33 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
65,587
Previous 57,739
13.59%
Holding current value
$2.33 Million
Previous $1.86 Million
20.73%
% of portfolio
0.02%
Previous 0.01%
Shares
6 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