Pensionmark Financial Group, LLC Capital Group Core Equity ETF Transaction History
Pensionmark Financial Group, LLC
- $3.09 Billion
- Q3 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 17,291 shares of CGUS stock, worth $628,182. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,291
Previous 50,571
65.81%
Holding current value
$628,182
Previous $1.73 Million
65.84%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
282Shares Held
70.1MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$242 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$242 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$137 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$110 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$96.9 Million0.21% of portfolio