Dynamic Advisor Solutions LLC Capital Group Core Equity ETF Transaction History
Dynamic Advisor Solutions LLC
- $3.28 Billion
- Q3 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 196,821 shares of CGUS stock, worth $6.73 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
196,821
Previous 185,361
6.18%
Holding current value
$6.73 Million
Previous $5.98 Million
12.88%
% of portfolio
0.21%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
259Shares Held
61.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$201 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$168 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$124 Million1.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.61MShares$89.3 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$84.6 Million0.08% of portfolio