Cassady Schiller Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Cassady Schiller Wealth Management, LLC
- $268 Million
- Q4 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 675 shares of CGUS stock, worth $23,969. This represents 0.01% of its overall portfolio holdings.
Number of Shares
675
Previous 675
-0.0%
Holding current value
$23,969
Previous $23,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
304Shares Held
86.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$328 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$278 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$172 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$143 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$141 Million1.35% of portfolio