Bridgewealth Advisory Group, LLC Capital Group Core Equity ETF Transaction History
Bridgewealth Advisory Group, LLC
- $431 Billion
- Q3 2025
A detailed history of Bridgewealth Advisory Group, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 294,656 shares of CGUS stock, worth $11.7 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
294,656
Previous 267,169
10.29%
Holding current value
$11.7 Million
Previous $9.87 Billion
18.08%
% of portfolio
2.7%
Previous 2.5%
Shares
9 transactions
Others Institutions Holding CGUS
# of Institutions
372Shares Held
137MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.9MShares$790 Million0.25% of portfolio
-
Envestnet Asset Management Inc11.1MShares$442 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.03MShares$279 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.12MShares$243 Million0.02% of portfolio
-
Capital International Investors Los Angeles, CA5.98MShares$237 Million0.04% of portfolio