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 $268,897. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,707
Previous 7,705
0.03%
Holding current value
$268,897
Previous $248,000
6.45%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$233 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$131 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$106 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$93 Million0.21% of portfolio