Orion Portfolio Solutions, LLC Capital Group Core Equity ETF Transaction History
Orion Portfolio Solutions, LLC
- $8.97 Billion
- Q2 2024
A detailed history of Orion Portfolio Solutions, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 350,706 shares of CGUS stock, worth $11.8 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
350,706
Previous 331,264
5.87%
Holding current value
$11.8 Million
Previous $10.3 Million
9.57%
% of portfolio
0.13%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
248Shares Held
58.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$198 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$165 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$122 Million1.22% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$83.3 Million0.08% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.34MShares$78.7 Million0.18% of portfolio