Sagespring Wealth Partners, LLC Capital Group Core Equity ETF Transaction History
Sagespring Wealth Partners, LLC
- $3.96 Trillion
- Q1 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 171,507 shares of CGUS stock, worth $5.46 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
171,507
Previous 217,275
21.06%
Holding current value
$5.46 Million
Previous $7.6 Billion
24.61%
% of portfolio
0.14%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
314Shares Held
88.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$293 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$249 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$154 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$128 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$126 Million1.35% of portfolio