Carolinas Wealth Consulting LLC Capital Group Core Equity ETF Transaction History
Carolinas Wealth Consulting LLC
- $577 Million
- Q3 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 22,093 shares of CGUS stock, worth $785,627. This represents 0.13% of its overall portfolio holdings.
Number of Shares
22,093
Previous 22,038
0.25%
Holding current value
$785,627
Previous $710,000
6.62%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$237 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$237 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$134 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$108 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94.8 Million0.21% of portfolio