Ever Source Wealth Advisors, LLC Capital Group Core Equity ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 236,509 shares of CGUS stock, worth $8.56 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
236,509
Previous 24,938
848.39%
Holding current value
$8.56 Million
Previous $854,000
868.38%
% of portfolio
0.5%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding CGUS
# of Institutions
291Shares Held
78MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$334 Million0.14% of portfolio
-
Envestnet Asset Management Inc6.67MShares$242 Million0.08% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$176 Million0.06% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$136 Million1.3% of portfolio
-
Northwestern Mutual Wealth Management CO3.23MShares$117 Million0.1% of portfolio