Aa Financial Advisors, LLC Capital Group Core Equity ETF Transaction History
Aa Financial Advisors, LLC
- $284 Billion
- Q2 2024
A detailed history of Aa Financial Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 192,132 shares of CGUS stock, worth $6.32 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
192,132
Previous 103,745
85.2%
Holding current value
$6.32 Million
Previous $3.23 Billion
91.67%
% of portfolio
2.18%
Previous 1.3%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
248Shares Held
58.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$194 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$162 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$119 Million1.22% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$81.5 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.34MShares$77 Million0.18% of portfolio