Wealth Care Investment Partners, LLC Capital Group Core Equity ETF Transaction History
Wealth Care Investment Partners, LLC
- $220 Million
- Q3 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 35,985 shares of CGUS stock, worth $1.27 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
35,985
Previous 35,799
0.52%
Holding current value
$1.27 Million
Previous $1.15 Million
6.85%
% of portfolio
0.56%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$235 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$235 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$107 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94 Million0.21% of portfolio