Essex Financial Services, Inc. Capital Group Core Equity ETF Transaction History
Essex Financial Services, Inc.
- $1.43 Billion
- Q2 2025
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 266,668 shares of CGUS stock, worth $10.2 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
266,668
Previous 267,474
0.3%
Holding current value
$10.2 Million
Previous $8.93 Million
10.24%
% of portfolio
0.69%
Previous 0.67%
Shares
14 transactions
Others Institutions Holding CGUS
# of Institutions
340Shares Held
103MCall Options Held
42.7KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC14.8MShares$567 Million0.2% of portfolio
-
Envestnet Asset Management Inc9.09MShares$347 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$199 Million0.07% of portfolio
-
Morgan Stanley New York, NY4.36MShares$167 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA4.29MShares$164 Million1.5% of portfolio