Aa Financial Advisors, LLC Capital Group Core Equity ETF Transaction History
Aa Financial Advisors, LLC
- $464 Billion
- Q2 2025
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 381,380 shares of CGUS stock, worth $14.3 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
381,380
Previous 383,265
0.49%
Holding current value
$14.3 Million
Previous $12.8 Billion
10.03%
% of portfolio
3.03%
Previous 3.12%
Shares
7 transactions
Others Institutions Holding CGUS
# of Institutions
335Shares 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