Gateway Wealth Partners, LLC Capital Group Core Equity ETF Transaction History
Gateway Wealth Partners, LLC
- $386 Billion
- Q4 2024
A detailed history of Gateway Wealth Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 20,637 shares of CGUS stock, worth $748,091. This represents 0.19% of its overall portfolio holdings.
Number of Shares
20,637
Previous 14,296
44.36%
Holding current value
$748,091
Previous $490 Million
47.27%
% of portfolio
0.19%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
280Shares Held
70MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$242 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$242 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$136 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$110 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$96.6 Million0.21% of portfolio