J.W. Cole Advisors, Inc. Capital Group Core Equity ETF Transaction History
J.W. Cole Advisors, Inc.
- $4.58 Billion
- Q2 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 48,184 shares of CGUS stock, worth $1.9 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
48,184
Previous 39,804
21.05%
Holding current value
$1.9 Million
Previous $1.33 Million
33.86%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
347Shares Held
116MCall 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