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

Cap Wealth Advisors, LLC

$903 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CGUS

# of Institutions

267

Shares Held

69.3M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

6.67M
Shares

$237 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

6.67M
Shares

$237 Million
0.1% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

3.76M
Shares

$133 Million
1.3% of portfolio
Morgan Stanley New York, NY

3.03M
Shares

$108 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

2.67M
Shares

$94.6 Million
0.21% of portfolio

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cap Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cap Wealth Advisors, LLC with notifications on news.