Evergreen Wealth Solutions, LLC Capital Group Core Equity ETF Transaction History
Evergreen Wealth Solutions, LLC
- $160 Million
- Q2 2025
A detailed history of Evergreen Wealth Solutions, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 28,975 shares of CGUS stock, worth $1.14 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
28,975Holding current value
$1.14 Million% of portfolio
0.67%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
347Shares Held
114MCall Options Held
16.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC16.2MShares$637 Million0.21% of portfolio
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Envestnet Asset Management Inc10.3MShares$406 Million0.12% of portfolio
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Raymond James Financial Inc St. Petersburg, FL5.67MShares$223 Million0.07% of portfolio
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Morgan Stanley New York, NY5.01MShares$197 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL4.83MShares$190 Million0.32% of portfolio