Tradition Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
306Shares Held
86.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$325 Million0.14% of portfolio
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Envestnet Asset Management Inc7.83MShares$276 Million0.09% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.85MShares$171 Million0.06% of portfolio
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Morgan Stanley New York, NY4.01MShares$141 Million0.01% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$139 Million1.35% of portfolio