Visionary Wealth Advisors Capital Group Core Equity ETF Transaction History
Visionary Wealth Advisors
- $1.57 Billion
- Q3 2024
A detailed history of Visionary Wealth Advisors transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Visionary Wealth Advisors holds 8,778 shares of CGUS stock, worth $311,531. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,778
Previous 8,502
3.25%
Holding current value
$311,531
Previous $274,000
9.49%
% of portfolio
0.02%
Previous 0.02%
Shares
4 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$133 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$108 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94.6 Million0.21% of portfolio