Creative Planning Capital Group Core Equity ETF Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Creative Planning holds 20,387 shares of CGUS stock, worth $723,534. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,387
Previous 20,360
0.13%
Holding current value
$723,534
Previous $656,000
6.4%
% of portfolio
0.0%
Previous 0.0%
Shares
7 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