Entruity Wealth, LLC Capital Group Core Equity ETF Transaction History

Entruity Wealth, LLC

$101 Billion
Q4 2024

A detailed history of Entruity Wealth, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Entruity Wealth, LLC holds 290,135 shares of CGUS stock, worth $10.5 Million. This represents 10.06% of its overall portfolio holdings.

Number of Shares

290,135

Holding current value

$10.5 Million

% of portfolio

10.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$33.96 - $36.24 $9.85 Million - $10.5 Million	290,135 New	290,135 $10.1 Billion

Others Institutions Holding CGUS

# of Institutions

303

Shares Held

86.4M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

9.23M
Shares

$334 Million
0.14% of portfolio
Envestnet Asset Management Inc

7.83M
Shares

$284 Million
0.09% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.85M
Shares

$176 Million
0.06% of portfolio
Morgan Stanley New York, NY

4.01M
Shares

$145 Million
0.01% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

3.96M
Shares

$144 Million
1.35% of portfolio

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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Entruity Wealth, LLC Capital Group Core Equity ETF Transaction History