Gateway Wealth Partners, LLC Capital Group Core Equity ETF Transaction History
Gateway Wealth Partners, LLC
- $386 Billion
- Q4 2024
A detailed history of Gateway Wealth Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 20,637 shares of CGUS stock, worth $689,688. This represents 0.19% of its overall portfolio holdings.
Number of Shares
20,637
Previous 14,296
44.36%
Holding current value
$689,688
Previous $490 Million
47.27%
% of portfolio
0.19%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
308Shares Held
86.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$308 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$262 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$162 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$134 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$132 Million1.35% of portfolio