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 $181,406. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,399
Previous 10,126
46.68%
Holding current value
$181,406
Previous $315,000
44.76%
% of portfolio
0.11%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding CGUS
# of Institutions
248Shares Held
58.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$198 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$165 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$122 Million1.22% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$83.1 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.34MShares$78.6 Million0.18% of portfolio