Crewe Advisors LLC Capital Group Core Equity ETF Transaction History
Crewe Advisors LLC
- $859 Million
- Q3 2024
A detailed history of Crewe Advisors LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Crewe Advisors LLC holds 62,176 shares of CGUS stock, worth $2.19 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
62,176
Previous 19,760
214.66%
Holding current value
$2.19 Million
Previous $637,000
234.54%
% of portfolio
0.25%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$235 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$235 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$107 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94 Million0.21% of portfolio