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 $191,556. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,399
Previous 10,126
46.68%
Holding current value
$191,556
Previous $315,000
44.76%
% of portfolio
0.11%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$237 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$237 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$133 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$108 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94.6 Million0.21% of portfolio