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 $43,289. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,186
Previous 1,181
0.42%
Holding current value
$43,289
Previous $40,000
2.5%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
285Shares Held
71.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$244 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$243 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$137 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$111 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$97.3 Million0.21% of portfolio