Rockport Wealth LLC Capital Group Core Equity ETF Transaction History
Rockport Wealth LLC
- $375 Billion
- Q3 2024
Shares
2 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
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Cetera Investment Advisers Schaumburg, IL2.67MShares$95.7 Million0.21% of portfolio