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 $208,061. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,089Holding current value
$208,061% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
259Shares Held
61.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$201 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$168 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$124 Million1.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.61MShares$89.3 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$84.6 Million0.08% of portfolio