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 $1.56 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
40,581
Previous 38,047
6.66%
Holding current value
$1.56 Million
Previous $1.27 Million
17.95%
% of portfolio
0.45%
Previous 0.41%
Shares
9 transactions
Others Institutions Holding CGUS
# of Institutions
341Shares Held
108MCall Options Held
42.7KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC16.2MShares$622 Million0.21% of portfolio
-
Envestnet Asset Management Inc10.3MShares$397 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$201 Million0.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.83MShares$186 Million0.32% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA4.41MShares$170 Million1.54% of portfolio