Financial Perspectives, Inc Capital Group Core Equity ETF Transaction History
Financial Perspectives, Inc
- $298 Billion
- Q4 2024
A detailed history of Financial Perspectives, Inc transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 1,541 shares of CGUS stock, worth $52,594. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,541
Previous 1,541
-0.0%
Holding current value
$52,594
Previous $52.8 Million
2.01%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
308Shares Held
86.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$315 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$267 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$165 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$137 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$135 Million1.35% of portfolio