Ica Group Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Ica Group Wealth Management, LLC
- $164 Million
- Q2 2024
A detailed history of Ica Group Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 5,399 shares of CGUS stock, worth $195,929. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,399
Previous 10,126
46.68%
Holding current value
$195,929
Previous $315,000
44.76%
% of portfolio
0.11%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding CGUS
# of Institutions
306Shares Held
85.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$335 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$284 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$176 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$146 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$144 Million1.35% of portfolio