Holistic Planning, LLC Capital Group Core Equity ETF Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 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 11,224 shares of CGUS stock, worth $392,503. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,224
Previous 12,824
12.48%
Holding current value
$392,503
Previous $400 Million
3.71%
% of portfolio
0.16%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
266Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$233 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$131 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$106 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$93.2 Million0.21% of portfolio