Essex Financial Services, Inc. Capital Group Core Equity ETF Transaction History
Essex Financial Services, Inc.
- $2.07 Billion
- Q3 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 222,462 shares of CGUS stock, worth $7.72 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
222,462
Previous 221,048
0.64%
Holding current value
$7.72 Million
Previous $7.13 Million
6.97%
% of portfolio
0.37%
Previous 0.35%
Shares
11 transactions
Others Institutions Holding CGUS
# of Institutions
257Shares Held
61.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$204 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$170 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$126 Million1.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.61MShares$90.6 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$85.8 Million0.08% of portfolio