Rothschild Investment LLC Capital Group Core Equity ETF Transaction History
Rothschild Investment LLC
- $1.53 Trillion
- Q4 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 16,888 shares of CGUS stock, worth $616,412. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,888
Previous 16,887
0.01%
Holding current value
$616,412
Previous $579 Million
2.02%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
285Shares Held
71.6MCall 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
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$137 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$111 Million0.01% of portfolio