Cws Financial Advisors, LLC Capital Group Core Equity ETF Transaction History
Cws Financial Advisors, LLC
- $347 Million
- Q3 2025
A detailed history of Cws Financial Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 40,875 shares of CGUS stock, worth $1.62 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
40,875
Previous 40,581
0.72%
Holding current value
$1.62 Million
Previous $1.5 Million
7.88%
% of portfolio
0.47%
Previous 0.45%
Shares
10 transactions
Others Institutions Holding CGUS
# of Institutions
371Shares 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