Lynch & Associates Capital Group Core Equity ETF Transaction History
Lynch & Associates
- $467 Million
- Q3 2024
A detailed history of Lynch & Associates transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Lynch & Associates holds 17,325 shares of CGUS stock, worth $607,241. This represents 0.13% of its overall portfolio holdings.
Number of Shares
17,325
Previous 15,131
14.5%
Holding current value
$607,241
Previous $487,000
21.77%
% of portfolio
0.13%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$234 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$234 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$132 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$106 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$93.4 Million0.21% of portfolio