Hrt Financial LP Capital Group Core Equity ETF Transaction History

Hrt Financial LP

$18.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	SELL	$29.72 - $32.45 $4,844 - $5,289	-163 Reduced 0.74%	21,728 $700,000
Q1 2024 May 13, 2024	BUY	$27.81 - $31.24 $608,788 - $683,874	21,891 New	21,891 $682,000

Others Institutions Holding CGUS

# of Institutions

267

Shares Held

69.3M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

6.67M
Shares

$237 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

6.67M
Shares

$237 Million
0.1% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

3.76M
Shares

$133 Million
1.3% of portfolio
Morgan Stanley New York, NY

3.03M
Shares

$108 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

2.67M
Shares

$94.6 Million
0.21% of portfolio

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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