Wealth Enhancement Advisory Services, LLC Capital Group Core Equity ETF Transaction History
Wealth Enhancement Advisory Services, LLC
- $55.6 Billion
- Q2 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 673,845 shares of CGUS stock, worth $25.7 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
673,845
Previous 681,280
1.09%
Holding current value
$25.7 Million
Previous $22.8 Million
9.37%
% of portfolio
0.04%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding CGUS
# of Institutions
340Shares Held
103MCall Options Held
42.7KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC14.8MShares$567 Million0.2% of portfolio
-
Envestnet Asset Management Inc9.09MShares$347 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$199 Million0.07% of portfolio
-
Morgan Stanley New York, NY4.36MShares$167 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA4.29MShares$164 Million1.5% of portfolio