Premier Path Wealth Partners, LLC Capital Group Core Equity ETF Transaction History
Premier Path Wealth Partners, LLC
- $643 Billion
- Q1 2025
A detailed history of Premier Path Wealth Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 32,713 shares of CGUS stock, worth $1.15 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
32,713
Previous 34,479
5.12%
Holding current value
$1.15 Million
Previous $1.21 Billion
9.38%
% of portfolio
0.17%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
333Shares Held
103MCall Options Held
42.7KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC14.8MShares$520 Million0.2% of portfolio
-
Envestnet Asset Management Inc9.09MShares$319 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$183 Million0.07% of portfolio
-
Morgan Stanley New York, NY4.36MShares$153 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA4.29MShares$150 Million1.5% of portfolio