Sovran Advisors, LLC Capital Group Core Equity ETF Transaction History

Sovran Advisors, LLC

$702 Billion
Q4 2024

A detailed history of Sovran Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Sovran Advisors, LLC holds 81,746 shares of CGUS stock, worth $2.72 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

81,746

Holding current value

$2.72 Million

% of portfolio

0.41%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$33.96 - $36.24 $2.78 Million - $2.96 Million	81,746 New	81,746 $2.84 Billion

Others Institutions Holding CGUS

# of Institutions

311

Shares Held

87.5M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

9.23M
Shares

$307 Million
0.14% of portfolio
Envestnet Asset Management Inc

7.83M
Shares

$261 Million
0.09% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.85M
Shares

$161 Million
0.06% of portfolio
Morgan Stanley New York, NY

4.01M
Shares

$134 Million
0.01% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

3.96M
Shares

$132 Million
1.35% of portfolio

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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Sovran Advisors, LLC Capital Group Core Equity ETF Transaction History