J.W. Cole Advisors, Inc. Capital Group Core Equity ETF Transaction History
J.W. Cole Advisors, Inc.
- $2.33 Billion
- Q3 2024
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 7,707 shares of CGUS stock, worth $273,906. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,707
Previous 7,705
0.03%
Holding current value
$273,906
Previous $248,000
6.45%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
260Shares Held
62.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$237 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$175 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$129 Million1.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.61MShares$92.8 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$87.9 Million0.08% of portfolio