Tcfg Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Tcfg Wealth Management, LLC
- $221 Billion
- Q2 2025
A detailed history of Tcfg Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 27,026 shares of CGUS stock, worth $1.08 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
27,026
Previous 13,702
97.24%
Holding current value
$1.08 Million
Previous $458 Million
118.08%
% of portfolio
0.45%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
348Shares Held
113MCall Options Held
16.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC16.2MShares$648 Million0.21% of portfolio
-
Envestnet Asset Management Inc10.3MShares$413 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.67MShares$227 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.01MShares$200 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.83MShares$193 Million0.32% of portfolio