Pensionmark Financial Group, LLC Capital Group Core Equity ETF Transaction History
Pensionmark Financial Group, LLC
- $3.54 Billion
- Q4 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 17,288 shares of CGUS stock, worth $577,764. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,288
Previous 17,291
0.02%
Holding current value
$577,764
Previous $592,000
2.03%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
308Shares Held
86.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$308 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$262 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$162 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$134 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$132 Million1.35% of portfolio