Kingsview Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Kingsview Wealth Management, LLC
- $5.28 Billion
- Q2 2025
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 253,557 shares of CGUS stock, worth $9.98 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
253,557
Previous 197,184
28.59%
Holding current value
$9.98 Million
Previous $6.59 Million
42.19%
% of portfolio
0.18%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding CGUS
# of Institutions
347Shares Held
113MCall 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