Fin Dec Wealth Services, Inc. Capital Group Core Equity ETF Transaction History
Fin Dec Wealth Services, Inc.
- $95.6 Billion
- Q2 2025
A detailed history of Fin Dec Wealth Services, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 7,739 shares of CGUS stock, worth $304,607. This represents 0.3% of its overall portfolio holdings.
Number of Shares
7,739
Previous 24,052
67.82%
Holding current value
$304,607
Previous $803 Million
64.43%
% of portfolio
0.3%
Previous 0.79%
Shares
11 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
-
Envestnet Asset Management Inc10.3MShares$406 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.67MShares$223 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.01MShares$197 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.83MShares$190 Million0.32% of portfolio