Swisher Financial Concepts, Inc. Capital Group Core Equity ETF Transaction History
Swisher Financial Concepts, Inc.
- $159 Million
- Q3 2024
A detailed history of Swisher Financial Concepts, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 36,218 shares of CGUS stock, worth $1.31 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
36,218
Previous 30,691
18.01%
Holding current value
$1.31 Million
Previous $997,000
23.17%
% of portfolio
0.77%
Previous 1.01%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
289Shares Held
77.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$242 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$241 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$176 Million0.06% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$136 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$110 Million0.01% of portfolio