Worth Financial Advisory Group, LLC Capital Group Core Equity ETF Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 6,104 shares of CGUS stock, worth $203,141. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,104
Previous 6,089
0.25%
Holding current value
$203,141
Previous $209 Million
2.26%
% of portfolio
0.13%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
311Shares Held
87.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$307 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$261 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$161 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$134 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$132 Million1.35% of portfolio