Tyler Stone Wealth Management Capital Group Core Equity ETF Transaction History
Tyler Stone Wealth Management
- $535 Million
- Q4 2024
A detailed history of Tyler Stone Wealth Management transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Tyler Stone Wealth Management holds 10,257 shares of CGUS stock, worth $372,226. This represents 0.07% of its overall portfolio holdings.
Number of Shares
10,257
Previous 7,400
38.61%
Holding current value
$372,226
Previous $253,000
41.5%
% of portfolio
0.07%
Previous 0.05%
Shares
2 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