Bridgewealth Advisory Group, LLC Capital Group Core Equity ETF Transaction History
Bridgewealth Advisory Group, LLC
- $275 Billion
- Q3 2024
A detailed history of Bridgewealth Advisory Group, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 227,341 shares of CGUS stock, worth $8.16 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
227,341
Previous 194,820
16.69%
Holding current value
$8.16 Million
Previous $6.28 Billion
24.04%
% of portfolio
2.83%
Previous 2.78%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$239 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$239 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$135 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$109 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$95.7 Million0.21% of portfolio