Valmark Advisers, Inc. Capital Group Core Equity ETF Transaction History
Valmark Advisers, Inc.
- $6.34 Billion
- Q3 2024
A detailed history of Valmark Advisers, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 232,331 shares of CGUS stock, worth $8.25 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
232,331
Previous 217,031
7.05%
Holding current value
$8.25 Million
Previous $7 Million
13.79%
% of portfolio
0.13%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$237 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$237 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$133 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$108 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94.6 Million0.21% of portfolio