Octavia Wealth Advisors, LLC Capital Group Core Equity ETF Transaction History
Octavia Wealth Advisors, LLC
- $822 Million
- Q4 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 11,765 shares of CGUS stock, worth $415,069. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,765
Previous 11,748
0.14%
Holding current value
$415,069
Previous $402,000
2.24%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
307Shares Held
86.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$325 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$276 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$171 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$142 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$140 Million1.35% of portfolio