Whipplewood Advisors, LLC Capital Group Core Equity ETF Transaction History
Whipplewood Advisors, LLC
- $176 Billion
- Q4 2024
A detailed history of Whipplewood Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 520 shares of CGUS stock, worth $17,466. This represents 0.01% of its overall portfolio holdings.
Number of Shares
520Holding current value
$17,466% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
309Shares Held
86.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$310 Million0.14% of portfolio
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Envestnet Asset Management Inc7.83MShares$263 Million0.09% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.85MShares$163 Million0.06% of portfolio
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Morgan Stanley New York, NY4.01MShares$135 Million0.01% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$133 Million1.35% of portfolio