Great Valley Advisor Group, Inc. Capital Group Core Equity ETF Transaction History
Great Valley Advisor Group, Inc.
- $4.07 Billion
- Q4 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 93,078 shares of CGUS stock, worth $3.1 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
93,078
Previous 58,665
58.66%
Holding current value
$3.1 Million
Previous $2.01 Million
61.81%
% of portfolio
0.08%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
310Shares Held
87.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$307 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$261 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$161 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$134 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$132 Million1.35% of portfolio