Cws Financial Advisors, LLC Capital Group Core Equity ETF Transaction History
Cws Financial Advisors, LLC
- $332 Million
- Q2 2025
A detailed history of Cws Financial Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 40,581 shares of CGUS stock, worth $1.57 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
40,581
Previous 38,047
6.66%
Holding current value
$1.57 Million
Previous $1.27 Million
17.95%
% of portfolio
0.45%
Previous 0.41%
Shares
9 transactions
Others Institutions Holding CGUS
# of Institutions
347Shares Held
113MCall Options Held
16.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC16.2MShares$628 Million0.21% of portfolio
-
Envestnet Asset Management Inc10.3MShares$401 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.67MShares$220 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.01MShares$194 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.83MShares$187 Million0.32% of portfolio