Rothschild Investment LLC Capital Group Core Equity ETF Transaction History
Rothschild Investment LLC
- $1.53 Trillion
- Q3 2024
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 16,887 shares of CGUS stock, worth $591,889. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,887
Previous 16,887
-0.0%
Holding current value
$591,889
Previous $545 Million
6.3%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
266Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$234 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$234 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$132 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$106 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$93.4 Million0.21% of portfolio