Lynch & Associates Capital Group Core Equity ETF Transaction History
Lynch & Associates
- $429 Million
- Q1 2024
A detailed history of Lynch & Associates transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Lynch & Associates holds 12,591 shares of CGUS stock, worth $413,236. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,591
Previous 9,805
28.41%
Holding current value
$413,236
Previous $277,000
41.52%
% of portfolio
0.09%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
207Shares Held
47.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.58MShares$150 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.03MShares$132 Million0.07% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.32MShares$109 Million1.09% of portfolio
-
Northwestern Mutual Wealth Management CO2.2MShares$72.3 Million0.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.18MShares$71.7 Million0.16% of portfolio