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 $318,704. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,804
Previous 8,214
7.18%
Holding current value
$318,704
Previous $264,000
14.02%
% of portfolio
0.25%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
292Shares Held
81.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$334 Million0.14% of portfolio
-
Envestnet Asset Management Inc6.67MShares$242 Million0.08% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$176 Million0.06% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$136 Million1.3% of portfolio
-
Northwestern Mutual Wealth Management CO3.23MShares$117 Million0.1% of portfolio