Kingsview Wealth Management, LLC Capital Group Core Equity ETF Call Options Transaction History
Kingsview Wealth Management, LLC
- $4.71 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding CGUS
# of Institutions
285Shares Held
71.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$244 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC6.67MShares$243 Million0.1% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.85MShares$177 Million0.06% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$137 Million1.3% of portfolio
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Morgan Stanley New York, NY3.03MShares$111 Million0.01% of portfolio