Dynamic Advisor Solutions LLC Capital Group Core Equity ETF Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 194,171 shares of CGUS stock, worth $7.04 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
194,171
Previous 196,821
1.35%
Holding current value
$7.04 Million
Previous $6.75 Million
0.64%
% of portfolio
0.29%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
305Shares Held
86.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$334 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$284 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$176 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$145 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$144 Million1.35% of portfolio