Affiance Financial, LLC Capital Group Core Equity ETF Transaction History
Affiance Financial, LLC
- $549 Million
- Q3 2025
A detailed history of Affiance Financial, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Affiance Financial, LLC holds 145,346 shares of CGUS stock, worth $5.77 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
145,346
Previous 262,404
44.61%
Holding current value
$5.77 Million
Previous $9.69 Million
40.7%
% of portfolio
1.05%
Previous 1.97%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
372Shares Held
137MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.9MShares$790 Million0.25% of portfolio
-
Envestnet Asset Management Inc11.1MShares$442 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.03MShares$279 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.12MShares$243 Million0.02% of portfolio
-
Capital International Investors Los Angeles, CA5.98MShares$237 Million0.04% of portfolio