Lynch & Associates Capital Group Core Equity ETF Transaction History
Lynch & Associates
- $455 Million
- Q1 2025
A detailed history of Lynch & Associates transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Lynch & Associates holds 29,447 shares of CGUS stock, worth $969,689. This represents 0.22% of its overall portfolio holdings.
Number of Shares
29,447
Previous 20,161
46.06%
Holding current value
$969,689
Previous $705,000
39.43%
% of portfolio
0.22%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding CGUS
# of Institutions
332Shares Held
105MCall Options Held
42.7KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC14.8MShares$489 Million0.2% of portfolio
-
Envestnet Asset Management Inc9.09MShares$299 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$172 Million0.07% of portfolio
-
Jones Financial Companies Lllp4.83MShares$159 Million0.05% of portfolio
-
Morgan Stanley New York, NY4.36MShares$143 Million0.01% of portfolio