Concurrent Investment Advisors, LLC Capital Group Core Equity ETF Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 31,971 shares of CGUS stock, worth $1.13 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
31,971
Previous 27,011
18.36%
Holding current value
$1.13 Million
Previous $871 Million
25.81%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$237 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$237 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$133 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$108 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94.6 Million0.21% of portfolio