Summit Wealth Group LLC / CO Capital Group Core Equity ETF Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 12,396 shares of CGUS stock, worth $487,906. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,396Holding current value
$487,906% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
347Shares Held
116MCall Options Held
16.3KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC16.2MShares$637 Million0.21% of portfolio
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Envestnet Asset Management Inc10.3MShares$406 Million0.12% of portfolio
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Raymond James Financial Inc St. Petersburg, FL5.67MShares$223 Million0.07% of portfolio
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Morgan Stanley New York, NY5.01MShares$197 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL4.83MShares$190 Million0.32% of portfolio