Siligmueller & Norvid Wealth Advisors LLC Capital Group Core Equity ETF Transaction History
Siligmueller & Norvid Wealth Advisors LLC
- $236 Billion
- Q1 2025
A detailed history of Siligmueller & Norvid Wealth Advisors LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Siligmueller & Norvid Wealth Advisors LLC holds 68,405 shares of CGUS stock, worth $2.25 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
68,405
Previous 78,988
13.4%
Holding current value
$2.25 Million
Previous $2.76 Billion
17.29%
% of portfolio
0.97%
Previous 1.18%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
314Shares Held
90MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$303 Million0.14% of portfolio
-
Envestnet Asset Management Inc9.09MShares$299 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$159 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