Venturi Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 574 shares of CGUS stock, worth $18,901. This represents 0.0% of its overall portfolio holdings.
Number of Shares
574Holding current value
$18,901% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
317Shares Held
90.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$304 Million0.14% of portfolio
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Envestnet Asset Management Inc9.09MShares$299 Million0.1% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.85MShares$160 Million0.06% of portfolio
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Morgan Stanley New York, NY4.01MShares$132 Million0.01% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$130 Million1.35% of portfolio