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 $926,282. This represents 0.42% of its overall portfolio holdings.
Number of Shares
27,833
Previous 20,589
35.18%
Holding current value
$926,282
Previous $705,000
38.01%
% of portfolio
0.42%
Previous 0.32%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
311Shares Held
86.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$307 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$261 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$161 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$134 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$132 Million1.35% of portfolio