A&I Financial Services, LLC Capital Group Core Equity ETF Transaction History
A&I Financial Services, LLC
- $177 Billion
- Q2 2025
A detailed history of A&I Financial Services, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, A&I Financial Services, LLC holds 108,032 shares of CGUS stock, worth $4.05 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
108,032
Previous 92,148
17.24%
Holding current value
$4.05 Million
Previous $3.08 Billion
29.63%
% of portfolio
2.25%
Previous 2.08%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
335Shares Held
103MCall Options Held
42.7KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC14.8MShares$556 Million0.2% of portfolio
-
Envestnet Asset Management Inc9.09MShares$340 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$195 Million0.07% of portfolio
-
Morgan Stanley New York, NY4.36MShares$163 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA4.29MShares$161 Million1.5% of portfolio