Avantax Advisory Services, Inc. Capital Group Core Equity ETF Transaction History
Avantax Advisory Services, Inc.
- $13.8 Billion
- Q2 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 57,739 shares of CGUS stock, worth $1.97 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
57,739
Previous 49,678
16.23%
Holding current value
$1.97 Million
Previous $1.55 Million
20.36%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
259Shares Held
61.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$201 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$168 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$124 Million1.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.61MShares$89.3 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$84.6 Million0.08% of portfolio