Exencial Wealth Advisors, LLC Capital Group Core Equity ETF Transaction History
Exencial Wealth Advisors, LLC
- $3.02 Billion
- Q4 2025
A detailed history of Exencial Wealth Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 8,986 shares of CGUS stock, worth $356,654. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,986Holding current value
$356,654% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
386Shares Held
140MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.9MShares$790 Million0.25% of portfolio
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Envestnet Asset Management Inc11.1MShares$442 Million0.14% of portfolio
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Raymond James Financial Inc St. Petersburg, FL7.03MShares$279 Million0.09% of portfolio
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Morgan Stanley New York, NY6.12MShares$243 Million0.02% of portfolio
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Capital International Investors Los Angeles, CA5.98MShares$237 Million0.04% of portfolio