Daymark Wealth Partners, LLC Capital Group Core Equity ETF Transaction History
Daymark Wealth Partners, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Daymark Wealth Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 7,571 shares of CGUS stock, worth $276,341. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,571
Previous 7,571
-0.0%
Holding current value
$276,341
Previous $264,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
285Shares Held
71.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$244 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$243 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$137 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$111 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$97.3 Million0.21% of portfolio