Carolinas Wealth Consulting LLC Capital Group Core Equity ETF Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 22,221 shares of CGUS stock, worth $696,850. This represents 0.14% of its overall portfolio holdings.
Number of Shares
22,221
Previous 22,093
0.58%
Holding current value
$696,850
Previous $757,000
2.64%
% of portfolio
0.14%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
311Shares Held
87.7MCall 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