Heritage Wealth Management, Inc. Capital Group Core Equity ETF Transaction History
Heritage Wealth Management, Inc.
- $360 Billion
- Q4 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 6,868 shares of CGUS stock, worth $272,590. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,868Holding current value
$272,590% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
380Shares Held
139MCall 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
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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