Lee Danner & Bass Inc Capital Group Core Equity ETF Transaction History

Lee Danner & Bass Inc

$1.24 Billion
Q4 2024

A detailed history of Lee Danner & Bass Inc transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Lee Danner & Bass Inc holds 3,450 shares of CGUS stock, worth $124,993. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,450

Holding current value

$124,993

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$33.96 - $36.24 $117,162 - $125,028	3,450 New	3,450 $120,000

Others Institutions Holding CGUS

# of Institutions

301

Shares Held

84.9M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

9.23M
Shares

$334 Million
0.14% of portfolio
Envestnet Asset Management Inc

7.83M
Shares

$284 Million
0.09% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.85M
Shares

$176 Million
0.06% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

3.96M
Shares

$144 Million
1.35% of portfolio
Northwestern Mutual Wealth Management CO

3.23M
Shares

$117 Million
0.1% of portfolio

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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Lee Danner & Bass Inc Capital Group Core Equity ETF Transaction History