Great Valley Advisor Group, Inc. Capital Group Core Equity ETF Transaction History
Great Valley Advisor Group, Inc.
- $4.08 Billion
- Q2 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 194,938 shares of CGUS stock, worth $7.67 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
194,938
Previous 157,094
24.09%
Holding current value
$7.67 Million
Previous $5.25 Million
37.23%
% of portfolio
0.18%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding CGUS
# of Institutions
347Shares Held
113MCall Options Held
16.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC16.2MShares$637 Million0.21% of portfolio
-
Envestnet Asset Management Inc10.3MShares$406 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.67MShares$223 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.01MShares$197 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.83MShares$190 Million0.32% of portfolio