Advisor Os, LLC Capital Group Core Equity ETF Transaction History
Advisor Os, LLC
- $878 Million
- Q1 2025
A detailed history of Advisor Os, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Advisor Os, LLC holds 18,239 shares of CGUS stock, worth $647,484. This represents 0.07% of its overall portfolio holdings.
Number of Shares
18,239
Previous 13,211
38.06%
Holding current value
$647,484
Previous $461,000
32.1%
% of portfolio
0.07%
Previous 0.05%
Shares
4 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$527 Million0.2% of portfolio
-
Envestnet Asset Management Inc9.09MShares$323 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$185 Million0.07% of portfolio
-
Morgan Stanley New York, NY4.36MShares$155 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA4.29MShares$152 Million1.5% of portfolio