Mascagni Wealth Management, Inc. Capital Group Core Equity ETF Transaction History
Mascagni Wealth Management, Inc.
- $101 Billion
- Q1 2025
A detailed history of Mascagni Wealth Management, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Mascagni Wealth Management, Inc. holds 26,091 shares of CGUS stock, worth $859,176. This represents 0.87% of its overall portfolio holdings.
Number of Shares
26,091
Previous 22,231
17.36%
Holding current value
$859,176
Previous $742,000
117343.26%
% of portfolio
0.87%
Previous 0.8%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
314Shares Held
90MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$304 Million0.14% of portfolio
-
Envestnet Asset Management Inc9.09MShares$299 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$160 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$132 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$130 Million1.35% of portfolio