Financial Perspectives, Inc Capital Group Core Equity ETF Transaction History
Financial Perspectives, Inc
- $288 Billion
- Q3 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 $54,797. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,541
Previous 1,541
-0.0%
Holding current value
$54,797
Previous $49.7 Million
6.3%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$237 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$237 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$134 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$108 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94.8 Million0.21% of portfolio