Ifg Advisory, LLC Capital Group Core Equity ETF Transaction History

Ifg Advisory, LLC

$1.75 Billion
Q4 2024

A detailed history of Ifg Advisory, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Ifg Advisory, LLC holds 10,898 shares of CGUS stock, worth $379,359. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,898

Holding current value

$379,359

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$33.96 - $36.24 $370,096 - $394,943	10,898 New	10,898 $381,000

Others Institutions Holding CGUS

# of Institutions

307

Shares Held

86.6M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

9.23M
Shares

$321 Million
0.14% of portfolio
Envestnet Asset Management Inc

7.83M
Shares

$273 Million
0.09% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.85M
Shares

$169 Million
0.06% of portfolio
Morgan Stanley New York, NY

4.01M
Shares

$140 Million
0.01% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

3.96M
Shares

$138 Million
1.35% of portfolio

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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