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 $14.6 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
380,451
Previous 344,275
10.51%
Holding current value
$14.6 Million
Previous $11.5 Million
22.2%
% of portfolio
0.43%
Previous 0.37%
Shares
15 transactions
Others Institutions Holding CGUS
# of Institutions
339Shares Held
103MCall Options Held
42.7KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC14.8MShares$571 Million0.2% of portfolio
-
Envestnet Asset Management Inc9.09MShares$350 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$201 Million0.07% of portfolio
-
Morgan Stanley New York, NY4.36MShares$168 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA4.29MShares$165 Million1.5% of portfolio