Financial Perspectives, Inc Capital Group Core Equity ETF Transaction History
Financial Perspectives, Inc
- $271 Billion
- Q2 2024
A detailed history of Financial Perspectives, Inc transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 1,541 shares of CGUS stock, worth $52,840. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,541
Previous 1,541
-0.0%
Holding current value
$52,840
Previous $48 Million
3.5%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
248Shares Held
58.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$202 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$168 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$124 Million1.22% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$84.9 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.34MShares$80.2 Million0.18% of portfolio