Independent Wealth Network Inc. Capital Group Core Equity ETF Transaction History
Independent Wealth Network Inc.
- $291 Million
- Q3 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 36,281 shares of CGUS stock, worth $1.43 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
36,281
Previous 33,719
7.6%
Holding current value
$1.43 Million
Previous $1.25 Million
15.18%
% of portfolio
0.49%
Previous 0.48%
Shares
7 transactions
Others Institutions Holding CGUS
# of Institutions
347Shares Held
113MCall Options Held
16.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC16.2MShares$637 Million0.21% of portfolio
-
Envestnet Asset Management Inc10.3MShares$406 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.67MShares$223 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.01MShares$197 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.83MShares$190 Million0.32% of portfolio