Visionary Wealth Advisors Capital Group Core Equity ETF Transaction History
Visionary Wealth Advisors
- $1.62 Billion
- Q4 2024
A detailed history of Visionary Wealth Advisors transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Visionary Wealth Advisors holds 10,001 shares of CGUS stock, worth $362,936. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,001
Previous 8,778
13.93%
Holding current value
$362,936
Previous $300,000
16.33%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
306Shares Held
85.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$335 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$284 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$176 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$146 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$144 Million1.35% of portfolio