Harmony Asset Management LLC Capital Group Core Equity ETF Transaction History
Harmony Asset Management LLC
- $272 Billion
- Q3 2024
A detailed history of Harmony Asset Management LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Harmony Asset Management LLC holds 14,027 shares of CGUS stock, worth $495,994. This represents 0.18% of its overall portfolio holdings.
Number of Shares
14,027
Previous 12,380
13.3%
Holding current value
$495,994
Previous $399 Million
20.44%
% of portfolio
0.18%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$236 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$236 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$133 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$107 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94.3 Million0.21% of portfolio