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 $20,951. This represents 0.0% of its overall portfolio holdings.
Number of Shares
574Holding current value
$20,951% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
285Shares Held
71.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$244 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC6.67MShares$243 Million0.1% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$137 Million1.3% of portfolio
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Morgan Stanley New York, NY3.03MShares$111 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL2.67MShares$97.3 Million0.21% of portfolio