Confluence Wealth Services, Inc. Capital Group Core Equity ETF Transaction History
Confluence Wealth Services, Inc.
- $1.38 Billion
- Q4 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 16,244 shares of CGUS stock, worth $553,433. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,244
Previous 9,945
63.34%
Holding current value
$553,433
Previous $340,000
67.06%
% of portfolio
0.04%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding CGUS
# of Institutions
310Shares Held
86.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$314 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$267 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$165 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$137 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$135 Million1.35% of portfolio