Holistic Planning, LLC Capital Group Core Equity ETF Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 12,824 shares of CGUS stock, worth $430,886. This represents 0.31% of its overall portfolio holdings.
Number of Shares
12,824
Previous 12,824
-0.0%
Holding current value
$430,886
Previous $400 Million
-0.0%
% of portfolio
0.31%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
248Shares Held
58.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$198 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$165 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$122 Million1.22% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$83.1 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.34MShares$78.6 Million0.18% of portfolio