Bip Wealth, LLC Capital Group Core Equity ETF Transaction History
Bip Wealth, LLC
- $2.64 Billion
- Q4 2025
A detailed history of Bip Wealth, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Bip Wealth, LLC holds 659,775 shares of CGUS stock, worth $26.2 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
659,775
Previous 5,315
12313.45%
Holding current value
$26.2 Million
Previous $210,000
12369.52%
% of portfolio
0.99%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
379Shares Held
139MCall 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