Cap Wealth Advisors, LLC Capital Group Core Equity ETF Call Options Transaction History

Cap Wealth Advisors, LLC

$903 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CGUS

# of Institutions

266

Shares Held

69.3M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

6.67M
Shares

$234 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

6.67M
Shares

$234 Million
0.1% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

3.76M
Shares

$132 Million
1.3% of portfolio
Morgan Stanley New York, NY

3.03M
Shares

$106 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

2.67M
Shares

$93.4 Million
0.21% of portfolio

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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