Beacon Financial Group Capital Group Core Equity ETF Transaction History
Beacon Financial Group
- $869 Million
- Q2 2024
A detailed history of Beacon Financial Group transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Beacon Financial Group holds 8,289 shares of CGUS stock, worth $278,510. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,289
Previous 10,352
19.93%
Holding current value
$278,510
Previous $322,000
17.08%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
248Shares Held
58.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$198 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$165 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$122 Million1.22% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$83.1 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.34MShares$78.6 Million0.18% of portfolio