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 $52,377. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,435Holding current value
$52,377% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
287Shares Held
77.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$244 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$243 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$177 Million0.06% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$137 Million1.3% of portfolio
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Morgan Stanley New York, NY3.03MShares$111 Million0.01% of portfolio