Cary Street Partners Investment Advisory LLC Capital Group Core Equity ETF Transaction History
Cary Street Partners Investment Advisory LLC
- $2.42 Billion
- Q2 2024
A detailed history of Cary Street Partners Investment Advisory LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 225,792 shares of CGUS stock, worth $7.31 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
225,792
Previous 244,504
7.65%
Holding current value
$7.31 Million
Previous $7.62 Million
4.42%
% of portfolio
0.3%
Previous 0.33%
Shares
8 transactions
Others Institutions Holding CGUS
# of Institutions
248Shares Held
58.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$191 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$159 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$117 Million1.22% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$80.1 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.34MShares$75.7 Million0.18% of portfolio