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 $522,967. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,597
Previous 13,948
11.82%
Holding current value
$522,967
Previous $478,000
14.02%
% of portfolio
0.1%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
309Shares Held
86.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$309 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$263 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$163 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$135 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$133 Million1.35% of portfolio