Olistico Wealth, LLC Capital Group Core Equity ETF Transaction History
Olistico Wealth, LLC
- $164 Billion
- Q3 2024
A detailed history of Olistico Wealth, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Olistico Wealth, LLC holds 68,220 shares of CGUS stock, worth $2.38 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
68,220
Previous 68,210
0.01%
Holding current value
$2.38 Million
Previous $2.2 Billion
6.31%
% of portfolio
1.43%
Previous 1.4%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$233 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$131 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$106 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$93 Million0.21% of portfolio