Aa Financial Advisors, LLC Capital Group Core Equity ETF Transaction History
Aa Financial Advisors, LLC
- $345 Billion
- Q3 2024
A detailed history of Aa Financial Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 267,581 shares of CGUS stock, worth $9.6 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
267,581
Previous 192,132
39.27%
Holding current value
$9.6 Million
Previous $6.2 Billion
48.04%
% of portfolio
2.66%
Previous 2.18%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$239 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$239 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$135 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$109 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$95.7 Million0.21% of portfolio