Beacon Pointe Advisors, LLC Capital Group Core Equity ETF Transaction History
Beacon Pointe Advisors, LLC
- $11.3 Billion
- Q3 2025
A detailed history of Beacon Pointe Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 452,795 shares of CGUS stock, worth $18 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
452,795
Previous 116,048
290.18%
Holding current value
$18 Million
Previous $4.29 Million
317.81%
% of portfolio
0.16%
Previous 0.05%
Shares
2 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