Total Clarity Wealth Management, Inc. Capital Group Core Equity ETF Transaction History
Total Clarity Wealth Management, Inc.
- $296 Million
- Q3 2024
A detailed history of Total Clarity Wealth Management, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 15,531 shares of CGUS stock, worth $552,282. This represents 0.18% of its overall portfolio holdings.
Number of Shares
15,531
Previous 12,602
23.24%
Holding current value
$552,282
Previous $406,000
31.03%
% of portfolio
0.18%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$237 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$237 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$134 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$108 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94.8 Million0.21% of portfolio