Daymark Wealth Partners, LLC Capital Group Core Equity ETF Transaction History
Daymark Wealth Partners, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Daymark Wealth Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 7,571 shares of CGUS stock, worth $251,962. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,571
Previous 7,571
-0.0%
Holding current value
$251,962
Previous $264,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
310Shares Held
87.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$307 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$261 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$161 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$134 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$132 Million1.35% of portfolio