Synergy Investment Management, LLC Capital Group Core Equity ETF Transaction History
Synergy Investment Management, LLC
- $233 Billion
- Q4 2024
A detailed history of Synergy Investment Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Synergy Investment Management, LLC holds 1,435 shares of CGUS stock, worth $48,201. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,435Holding current value
$48,201% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
309Shares Held
86.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$310 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$263 Million0.09% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.85MShares$163 Million0.06% of portfolio
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Morgan Stanley New York, NY4.01MShares$135 Million0.01% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$133 Million1.35% of portfolio