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 $8.26 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
232,331
Previous 217,031
7.05%
Holding current value
$8.26 Million
Previous $7 Million
13.79%
% of portfolio
0.13%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding CGUS
# of Institutions
260Shares Held
62.4MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$237 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$175 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$129 Million1.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.61MShares$92.8 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$87.9 Million0.08% of portfolio