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 $1.94 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
57,739
Previous 49,678
16.23%
Holding current value
$1.94 Million
Previous $1.55 Million
20.36%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
248Shares Held
58.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$198 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$165 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$122 Million1.22% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$83.3 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.34MShares$78.7 Million0.18% of portfolio