Rothschild Investment LLC Capital Group Core Equity ETF Transaction History
Rothschild Investment LLC
- $1.49 Trillion
- Q1 2025
A detailed history of Rothschild Investment LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Rothschild Investment LLC holds 16,888 shares of CGUS stock, worth $632,624. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,888
Previous 16,888
-0.0%
Holding current value
$632,624
Previous $591 Million
4.49%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
333Shares Held
103MCall Options Held
42.7KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC14.8MShares$556 Million0.2% of portfolio
-
Envestnet Asset Management Inc9.09MShares$340 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$195 Million0.07% of portfolio
-
Morgan Stanley New York, NY4.36MShares$163 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA4.29MShares$161 Million1.5% of portfolio