180 Wealth Advisors, LLC Capital Group Core Equity ETF Transaction History
180 Wealth Advisors, LLC
- $613 Million
- Q1 2025
A detailed history of 180 Wealth Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 30,871 shares of CGUS stock, worth $968,114. This represents 0.17% of its overall portfolio holdings.
Number of Shares
30,871
Previous 31,576
2.23%
Holding current value
$968,114
Previous $1.1 Million
6.97%
% of portfolio
0.17%
Previous 0.17%
Shares
10 transactions
Others Institutions Holding CGUS
# of Institutions
311Shares Held
87.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$289 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$246 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$152 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$126 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$124 Million1.35% of portfolio