Gerber Kawasaki Wealth & Investment Management Capital Group Core Equity ETF Transaction History
Gerber Kawasaki Wealth & Investment Management
- $2.56 Billion
- Q2 2025
A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 180,809 shares of CGUS stock, worth $7.28 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
180,809
Previous 171,679
5.32%
Holding current value
$7.28 Million
Previous $5.73 Million
16.45%
% of portfolio
0.26%
Previous 0.26%
Shares
11 transactions
Others Institutions Holding CGUS
# of Institutions
351Shares Held
116MCall Options Held
16.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC16.2MShares$652 Million0.21% of portfolio
-
Envestnet Asset Management Inc10.3MShares$416 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.67MShares$228 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.01MShares$202 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.83MShares$194 Million0.32% of portfolio