Meridian Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Meridian Wealth Management, LLC
- $2.26 Billion
- Q2 2025
A detailed history of Meridian Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 49,265 shares of CGUS stock, worth $1.98 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
49,265
Previous 35,113
40.3%
Holding current value
$1.98 Million
Previous $1.17 Million
55.2%
% of portfolio
0.08%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding CGUS
# of Institutions
351Shares Held
116MCall Options Held
16.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC16.2MShares$652 Million0.21% of portfolio
-
Envestnet Asset Management Inc10.3MShares$416 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.67MShares$228 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.01MShares$202 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL4.83MShares$194 Million0.32% of portfolio