Kerntke Otto Mc Glone Wealth Management Group Capital Group Core Equity ETF Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $118 Million
- Q3 2024
A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 8,804 shares of CGUS stock, worth $312,453. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,804
Previous 8,214
7.18%
Holding current value
$312,453
Previous $264,000
14.02%
% of portfolio
0.25%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$237 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$237 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$108 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94.6 Million0.21% of portfolio