Investment Advisory Services Inc Capital Group Core Equity ETF Transaction History
Investment Advisory Services Inc
- $272 Million
- Q1 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 25,760 shares of CGUS stock, worth $845,443. This represents 0.29% of its overall portfolio holdings.
Number of Shares
25,760
Previous 23,990
7.38%
Holding current value
$845,443
Previous $678,000
18.29%
% of portfolio
0.29%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
207Shares Held
47.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.58MShares$150 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.03MShares$132 Million0.07% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.32MShares$109 Million1.09% of portfolio
-
Northwestern Mutual Wealth Management CO2.2MShares$72.3 Million0.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.18MShares$71.7 Million0.16% of portfolio