Gradient Investments LLC Capital Group Core Equity ETF Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 27, 2023	BUY	$25.04 - $26.55 $50 - $53	2 New	2 $0

Others Institutions Holding CGUS

# of Institutions

267

Shares Held

69.3M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

6.67M
Shares

$237 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

6.67M
Shares

$237 Million
0.1% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

3.76M
Shares

$134 Million
1.3% of portfolio
Morgan Stanley New York, NY

3.03M
Shares

$108 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

2.67M
Shares

$94.8 Million
0.21% of portfolio

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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