Investment Advisory Services Inc Capital Group Core Equity ETF Transaction History
Investment Advisory Services Inc
- $272 Million
- Q2 2024
A detailed history of Investment Advisory Services Inc transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Investment Advisory Services Inc holds 34,718 shares of CGUS stock, worth $1.19 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
34,718
Previous 25,760
34.77%
Holding current value
$1.19 Million
Previous $802,000
39.53%
% of portfolio
0.41%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
248Shares Held
58.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$202 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$168 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$124 Million1.22% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$84.9 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.34MShares$80.2 Million0.18% of portfolio