Daymark Wealth Partners, LLC Capital Group Core Equity ETF Transaction History
Daymark Wealth Partners, LLC
- $2.92 Billion
- Q4 2024
A detailed history of Daymark Wealth Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 7,571 shares of CGUS stock, worth $256,051. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,571
Previous 7,571
-0.0%
Holding current value
$256,051
Previous $264,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
309Shares Held
86.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$312 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$265 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$164 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$136 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$134 Million1.35% of portfolio