Simplicity Wealth,Llc Capital Group Core Equity ETF Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 9,731 shares of CGUS stock, worth $343,212. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,731
Previous 76,857
87.34%
Holding current value
$343,212
Previous $2.48 Million
86.56%
% of portfolio
0.03%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$235 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$235 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$133 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$107 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94 Million0.21% of portfolio