Sovran Advisors, LLC Capital Group Core Equity ETF Transaction History
Sovran Advisors, LLC
- $770 Billion
- Q1 2025
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 98,398 shares of CGUS stock, worth $3.24 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
98,398
Previous 81,746
20.37%
Holding current value
$3.24 Million
Previous $2.84 Billion
8.47%
% of portfolio
0.4%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
314Shares Held
90MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$304 Million0.14% of portfolio
-
Envestnet Asset Management Inc9.09MShares$299 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$160 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$132 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$130 Million1.35% of portfolio