Wealth Care Investment Partners, LLC Capital Group Core Equity ETF Transaction History
Wealth Care Investment Partners, LLC
- $218 Million
- Q4 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 36,095 shares of CGUS stock, worth $1.27 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
36,095
Previous 35,985
0.31%
Holding current value
$1.27 Million
Previous $1.23 Million
2.35%
% of portfolio
0.58%
Previous 0.56%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
306Shares Held
86.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$325 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$276 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$171 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$141 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$139 Million1.35% of portfolio