Householder Group Estate & Retirement Specialist, LLC Capital Group Core Equity ETF Transaction History
Householder Group Estate & Retirement Specialist, LLC
- $343 Million
- Q3 2024
A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 20,428 shares of CGUS stock, worth $726,419. This represents 0.2% of its overall portfolio holdings.
Number of Shares
20,428
Previous 11,429
78.74%
Holding current value
$726,419
Previous $368,000
90.22%
% of portfolio
0.2%
Previous 0.1%
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