Investment Advisory Services Inc Capital Group Core Equity ETF Transaction History
Investment Advisory Services Inc
- $279 Million
- Q3 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 37,415 shares of CGUS stock, worth $1.32 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
37,415
Previous 34,718
7.77%
Holding current value
$1.32 Million
Previous $1.12 Million
14.57%
% of portfolio
0.46%
Previous 0.41%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$235 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$235 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$133 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$107 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94 Million0.21% of portfolio