Independent Wealth Network Inc. Capital Group Core Equity ETF Transaction History
Independent Wealth Network Inc.
- $257 Million
- Q2 2025
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 33,719 shares of CGUS stock, worth $1.29 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
33,719
Previous 32,244
4.57%
Holding current value
$1.29 Million
Previous $1.08 Million
15.71%
% of portfolio
0.48%
Previous 0.45%
Shares
6 transactions
Others Institutions Holding CGUS
# of Institutions
340Shares Held
103MCall Options Held
42.7KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC14.8MShares$568 Million0.2% of portfolio
-
Envestnet Asset Management Inc9.09MShares$348 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$200 Million0.07% of portfolio
-
Morgan Stanley New York, NY4.36MShares$167 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA4.29MShares$164 Million1.5% of portfolio