Wealthcare Advisory Partners LLC Capital Group Core Equity ETF Transaction History
Wealthcare Advisory Partners LLC
- $3 Billion
- Q1 2024
A detailed history of Wealthcare Advisory Partners LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 221,288 shares of CGUS stock, worth $7.27 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
221,288
Previous 227,767
2.84%
Holding current value
$7.27 Million
Previous $6.45 Million
6.98%
% of portfolio
0.23%
Previous 0.26%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
206Shares Held
47.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.58MShares$150 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.03MShares$132 Million0.07% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.32MShares$109 Million1.09% of portfolio
-
Northwestern Mutual Wealth Management CO2.2MShares$72.4 Million0.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.18MShares$71.7 Million0.16% of portfolio