Tyler Stone Wealth Management Capital Group Core Equity ETF Transaction History
Tyler Stone Wealth Management
- $523 Million
- Q1 2025
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 14,107 shares of CGUS stock, worth $528,448. This represents 0.09% of its overall portfolio holdings.
Number of Shares
14,107
Previous 10,257
37.54%
Holding current value
$528,448
Previous $358,000
31.56%
% of portfolio
0.09%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
334Shares Held
102MCall Options Held
42.7KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC14.8MShares$556 Million0.2% of portfolio
-
Envestnet Asset Management Inc9.09MShares$340 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$195 Million0.07% of portfolio
-
Morgan Stanley New York, NY4.36MShares$163 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA4.29MShares$161 Million1.5% of portfolio