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 $9.64 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
253,557
Previous 197,184
28.59%
Holding current value
$9.64 Million
Previous $6.59 Million
42.19%
% of portfolio
0.18%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding CGUS
# of Institutions
337Shares Held
106MCall Options Held
42.7KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC16.2MShares$615 Million0.21% of portfolio
-
Envestnet Asset Management Inc10.3MShares$393 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$198 Million0.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.83MShares$183 Million0.32% of portfolio
-
Morgan Stanley New York, NY4.36MShares$166 Million0.01% of portfolio