Wealthsource Partners, LLC Capital Group Core Equity ETF Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 10,717 shares of CGUS stock, worth $360,091. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,717
Previous 10,717
-0.0%
Holding current value
$360,091
Previous $269,000
12.64%
% of portfolio
0.02%
Previous 0.02%
Shares
3 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