Worth Financial Advisory Group, LLC Capital Group Core Equity ETF Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 6,104 shares of CGUS stock, worth $191,421. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,104
Previous 6,089
0.25%
Holding current value
$191,421
Previous $209 Million
2.26%
% of portfolio
0.13%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
311Shares Held
87.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$289 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$246 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$152 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$126 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$124 Million1.35% of portfolio