Western Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Western Wealth Management, LLC
- $1.72 Billion
- Q3 2024
A detailed history of Western Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Western Wealth Management, LLC holds 116,511 shares of CGUS stock, worth $4.23 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
116,511
Previous 17,610
561.62%
Holding current value
$4.23 Million
Previous $567,000
604.23%
% of portfolio
0.23%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding CGUS
# of Institutions
278Shares Held
69.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$242 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$242 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$136 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$110 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$96.8 Million0.21% of portfolio