Ifp Advisors, Inc Capital Group Core Equity ETF Transaction History
Ifp Advisors, Inc
- $3.28 Billion
- Q2 2025
A detailed history of Ifp Advisors, Inc transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Ifp Advisors, Inc holds 380,451 shares of CGUS stock, worth $15 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
380,451
Previous 344,275
10.51%
Holding current value
$15 Million
Previous $11.5 Million
22.2%
% of portfolio
0.43%
Previous 0.37%
Shares
15 transactions
Others Institutions Holding CGUS
# of Institutions
347Shares Held
116MCall Options Held
16.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC16.2MShares$637 Million0.21% of portfolio
-
Envestnet Asset Management Inc10.3MShares$406 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.67MShares$223 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.01MShares$197 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.83MShares$190 Million0.32% of portfolio