Independent Wealth Network Inc. Capital Group Core Equity ETF Transaction History
Independent Wealth Network Inc.
- $218 Million
- Q3 2024
A detailed history of Independent Wealth Network Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 20,589 shares of CGUS stock, worth $737,086. This represents 0.32% of its overall portfolio holdings.
Number of Shares
20,589
Previous 16,868
22.06%
Holding current value
$737,086
Previous $543,000
29.83%
% of portfolio
0.32%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$239 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$239 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$135 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$109 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$95.4 Million0.21% of portfolio