Cannon Wealth Management Services, LLC Capital Group Core Equity ETF Transaction History
Cannon Wealth Management Services, LLC
- $116 Billion
- Q4 2024
A detailed history of Cannon Wealth Management Services, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Cannon Wealth Management Services, LLC holds 198,304 shares of CGUS stock, worth $7.19 Million. This represents 6.18% of its overall portfolio holdings.
Number of Shares
198,304
Previous 131,452
50.86%
Holding current value
$7.19 Million
Previous $4.51 Billion
59.13%
% of portfolio
6.18%
Previous 4.12%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
304Shares Held
86.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$334 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$284 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$176 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$145 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$144 Million1.35% of portfolio