Lantern Wealth Advisors, LLC Capital Group Core Equity ETF Transaction History
Lantern Wealth Advisors, LLC
- $189 Billion
- Q3 2025
A detailed history of Lantern Wealth Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 10,060 shares of CGUS stock, worth $399,281. This represents 0.21% of its overall portfolio holdings.
Number of Shares
10,060
Previous 9,736
3.33%
Holding current value
$399,281
Previous $360 Million
10.64%
% of portfolio
0.21%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
372Shares Held
137MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.9MShares$790 Million0.25% of portfolio
-
Envestnet Asset Management Inc11.1MShares$442 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.03MShares$279 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.12MShares$243 Million0.02% of portfolio
-
Capital International Investors Los Angeles, CA5.98MShares$237 Million0.04% of portfolio