Ica Group Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Ica Group Wealth Management, LLC
- $164 Million
- Q2 2024
A detailed history of Ica Group Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 5,399 shares of CGUS stock, worth $181,514. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,399
Previous 10,126
46.68%
Holding current value
$181,514
Previous $315,000
44.76%
% of portfolio
0.11%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding CGUS
# of Institutions
309Shares Held
86.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$310 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$263 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$163 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$135 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$133 Million1.35% of portfolio