Great Valley Advisor Group, Inc. Capital Group Core Equity ETF Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 2024
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 58,665 shares of CGUS stock, worth $2.09 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
58,665
Previous 42,647
37.56%
Holding current value
$2.09 Million
Previous $1.38 Million
46.25%
% of portfolio
0.05%
Previous 0.04%
Shares
4 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$134 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$108 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94.8 Million0.21% of portfolio