Gladstone Institutional Advisory LLC Capital Group Core Equity ETF Transaction History
Gladstone Institutional Advisory LLC
- $2 Billion
- Q3 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 8,656 shares of CGUS stock, worth $307,114. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,656
Previous 6,814
27.03%
Holding current value
$307,114
Previous $219,000
35.16%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$237 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$237 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$133 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$108 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94.6 Million0.21% of portfolio