Kingswood Wealth Advisors, LLC Capital Group Core Equity ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 63,466 shares of CGUS stock, worth $1.99 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
63,466
Previous 63,090
0.6%
Holding current value
$1.99 Million
Previous $2.16 Billion
2.62%
% of portfolio
0.17%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
311Shares Held
87.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$289 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$246 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$152 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$126 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$124 Million1.35% of portfolio