Essex Financial Services, Inc. Capital Group Core Equity ETF Transaction History
Essex Financial Services, Inc.
- $1.36 Billion
- Q4 2024
A detailed history of Essex Financial Services, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Essex Financial Services, Inc. holds 237,082 shares of CGUS stock, worth $8.59 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
237,082
Previous 222,462
6.57%
Holding current value
$8.59 Million
Previous $7.63 Million
8.72%
% of portfolio
0.61%
Previous 0.37%
Shares
12 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