Independent Wealth Network Inc. Capital Group Core Equity ETF Transaction History
Independent Wealth Network Inc.
- $234 Million
- Q4 2024
A detailed history of Independent Wealth Network Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 27,833 shares of CGUS stock, worth $910,139. This represents 0.42% of its overall portfolio holdings.
Number of Shares
27,833
Previous 20,589
35.18%
Holding current value
$910,139
Previous $705,000
38.01%
% of portfolio
0.42%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
313Shares Held
88.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$302 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$256 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$159 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$131 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$130 Million1.35% of portfolio