Ae Wealth Management LLC Capital Group Core Equity ETF Transaction History

Ae Wealth Management LLC

$9.03 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$24.27 - $28.43 $297,064 - $347,983	12,240 New	12,240 $346,000

Others Institutions Holding CGUS

# of Institutions

260

Shares Held

62.4M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

6.67M
Shares

$237 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

4.91M
Shares

$175 Million
0.08% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

3.62M
Shares

$129 Million
1.22% of portfolio
Raymond James & Associates St Petersburg, FL

2.61M
Shares

$92.8 Million
0.06% of portfolio
Northwestern Mutual Wealth Management CO

2.47M
Shares

$87.9 Million
0.08% of portfolio

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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