Wealth Enhancement Advisory Services, LLC Capital Group Core Equity ETF Transaction History
Wealth Enhancement Advisory Services, LLC
- $40.3 Billion
- Q2 2024
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 575,939 shares of CGUS stock, worth $19.4 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
575,939
Previous 588,264
2.1%
Holding current value
$19.4 Million
Previous $18.3 Million
1.33%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
248Shares Held
58.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$198 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$165 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$122 Million1.22% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$83.1 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.34MShares$78.6 Million0.18% of portfolio