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 $4.59 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
115,626
Previous 93,684
23.42%
Holding current value
$4.59 Million
Previous $3.13 Million
36.47%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding CGUS
# of Institutions
371Shares Held
137MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.9MShares$790 Million0.25% of portfolio
-
Envestnet Asset Management Inc11.1MShares$442 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.03MShares$279 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.12MShares$243 Million0.02% of portfolio
-
Capital International Investors Los Angeles, CA5.98MShares$237 Million0.04% of portfolio