Gladstone Institutional Advisory LLC Capital Group Core Equity ETF Transaction History
Gladstone Institutional Advisory LLC
- $2.1 Billion
- Q4 2024
A detailed history of Gladstone Institutional Advisory LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 8,509 shares of CGUS stock, worth $286,072. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,509
Previous 8,656
1.7%
Holding current value
$286,072
Previous $296,000
0.34%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
309Shares Held
86.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$310 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$263 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$163 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$135 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$133 Million1.35% of portfolio