Affiance Financial, LLC Capital Group Core Equity ETF Transaction History
Affiance Financial, LLC
- $492 Million
- Q2 2025
A detailed history of Affiance Financial, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Affiance Financial, LLC holds 262,404 shares of CGUS stock, worth $9.9 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
262,404
Previous 490,885
46.54%
Holding current value
$9.9 Million
Previous $16.3 Million
40.68%
% of portfolio
1.97%
Previous 3.82%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
337Shares Held
103MCall Options Held
42.7KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC14.8MShares$560 Million0.2% of portfolio
-
Envestnet Asset Management Inc9.09MShares$343 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$197 Million0.07% of portfolio
-
Morgan Stanley New York, NY4.36MShares$164 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA4.29MShares$162 Million1.5% of portfolio