Advisor Os, LLC Capital Group Core Equity ETF Transaction History
Advisor Os, LLC
- $844 Million
- Q4 2024
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 13,211 shares of CGUS stock, worth $478,238. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,211
Previous 13,080
1.0%
Holding current value
$478,238
Previous $448,000
2.9%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
291Shares Held
78MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$242 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$241 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$176 Million0.06% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$136 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$110 Million0.01% of portfolio