Tcfg Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Tcfg Wealth Management, LLC
- $242 Billion
- Q3 2025
A detailed history of Tcfg Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 31,266 shares of CGUS stock, worth $1.24 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
31,266
Previous 27,026
15.69%
Holding current value
$1.24 Million
Previous $998 Million
23.87%
% of portfolio
0.51%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
372Shares Held
137MCall 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
-
Morgan Stanley New York, NY6.12MShares$243 Million0.02% of portfolio
-
Capital International Investors Los Angeles, CA5.98MShares$237 Million0.04% of portfolio