Reuter James Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Reuter James Wealth Management, LLC
- $536 Million
- Q4 2024
A detailed history of Reuter James Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 15,597 shares of CGUS stock, worth $569,290. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,597
Previous 13,948
11.82%
Holding current value
$569,290
Previous $478,000
14.02%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
281Shares Held
71.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$244 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$243 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$137 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$111 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$97.3 Million0.21% of portfolio