Sowell Financial Services LLC Capital Group Core Equity ETF Transaction History
Sowell Financial Services LLC
- $1.85 Billion
- Q4 2024
A detailed history of Sowell Financial Services LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 39,031 shares of CGUS stock, worth $1.42 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
39,031
Previous 44,538
12.36%
Holding current value
$1.42 Million
Previous $1.53 Million
10.62%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
306Shares Held
85.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$335 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$284 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$176 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$146 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$144 Million1.35% of portfolio