Baker Tilly Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Baker Tilly Wealth Management, LLC
- $239 Million
- Q2 2024
A detailed history of Baker Tilly Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 22,665 shares of CGUS stock, worth $761,544. This represents 0.31% of its overall portfolio holdings.
Number of Shares
22,665
Previous 28,770
21.22%
Holding current value
$761,544
Previous $896,000
18.53%
% of portfolio
0.31%
Previous 0.17%
Shares
7 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$83.1 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.34MShares$78.6 Million0.18% of portfolio