Lodestone Wealth Management LLC Capital Group Core Equity ETF Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 2024
A detailed history of Lodestone Wealth Management LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 44,564 shares of CGUS stock, worth $1.47 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
44,564
Previous 41,886
6.39%
Holding current value
$1.47 Million
Previous $1.31 Billion
10.12%
% of portfolio
0.76%
Previous 0.68%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
211Shares Held
48.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.58MShares$151 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.03MShares$133 Million0.07% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.32MShares$109 Million1.09% of portfolio
-
Raymond James & Associates St Petersburg, FL2.21MShares$72.7 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO2.2MShares$72.5 Million0.07% of portfolio