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 $500,798. This represents 0.09% of its overall portfolio holdings.
Number of Shares
14,107
Previous 10,257
37.54%
Holding current value
$500,798
Previous $358,000
31.56%
% of portfolio
0.09%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
333Shares Held
103MCall Options Held
42.7KPut Options Held
1.4K-
Lpl Financial LLC Fort Mill, SC14.8MShares$527 Million0.2% of portfolio
-
Envestnet Asset Management Inc9.09MShares$323 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.22MShares$185 Million0.07% of portfolio
-
Morgan Stanley New York, NY4.36MShares$155 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA4.29MShares$152 Million1.5% of portfolio