Winch Advisory Services, LLC Capital Group Core Equity ETF Transaction History
Winch Advisory Services, LLC
- $364 Million
- Q4 2024
A detailed history of Winch Advisory Services, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Winch Advisory Services, LLC holds 1,186 shares of CGUS stock, worth $40,110. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,186
Previous 1,181
0.42%
Holding current value
$40,110
Previous $40,000
2.5%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
309Shares Held
86.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$312 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$265 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$164 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$136 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$134 Million1.35% of portfolio