Investmark Advisory Group LLC Capital Group Core Equity ETF Transaction History
Investmark Advisory Group LLC
- $200 Million
- Q4 2024
A detailed history of Investmark Advisory Group LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Investmark Advisory Group LLC holds 10,128 shares of CGUS stock, worth $347,795. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,128
Previous 10,097
0.31%
Holding current value
$347,795
Previous $346,000
2.31%
% of portfolio
0.18%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding CGUS
# of Institutions
307Shares Held
86.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$317 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$269 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$166 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$138 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$136 Million1.35% of portfolio