Strategic Financial Concepts, LLC Capital Group Core Equity ETF Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 50,951 shares of CGUS stock, worth $1.71 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
50,951Holding current value
$1.71 Million% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
309Shares Held
86.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$309 Million0.14% of portfolio
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Envestnet Asset Management Inc7.83MShares$263 Million0.09% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.85MShares$163 Million0.06% of portfolio
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Morgan Stanley New York, NY4.01MShares$135 Million0.01% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$133 Million1.35% of portfolio