Worth Financial Advisory Group, LLC Capital Group Core Equity ETF Transaction History
Worth Financial Advisory Group, LLC
- $170 Billion
- Q3 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 6,089 shares of CGUS stock, worth $216,037. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,089Holding current value
$216,037% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$237 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC6.67MShares$237 Million0.1% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$133 Million1.3% of portfolio
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Morgan Stanley New York, NY3.03MShares$108 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL2.67MShares$94.6 Million0.21% of portfolio