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 $7.87 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
236,509
Previous 24,938
848.39%
Holding current value
$7.87 Million
Previous $854,000
868.38%
% of portfolio
0.5%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding CGUS
# of Institutions
310Shares Held
87.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$307 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$261 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$161 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$134 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$132 Million1.35% of portfolio