Kingsview Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Kingsview Wealth Management, LLC
- $4.45 Billion
- Q3 2024
A detailed history of Kingsview Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 6,560 shares of CGUS stock, worth $232,748. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,560
Previous 15,984
58.96%
Holding current value
$232,748
Previous $515,000
56.5%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$237 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$237 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$133 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$108 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94.6 Million0.21% of portfolio