A&I Financial Services, LLC Capital Group Core Equity ETF Transaction History
A&I Financial Services, LLC
- $148 Billion
- Q1 2025
A detailed history of A&I Financial Services, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, A&I Financial Services, LLC holds 92,148 shares of CGUS stock, worth $3.22 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
92,148
Previous 64,635
42.57%
Holding current value
$3.22 Million
Previous $2.26 Billion
36.17%
% of portfolio
2.08%
Previous 2.2%
Shares
2 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$518 Million0.2% of portfolio
-
Envestnet Asset Management Inc9.09MShares$318 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$182 Million0.07% of portfolio
-
Morgan Stanley New York, NY4.36MShares$152 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA4.29MShares$150 Million1.5% of portfolio