Creative Planning Capital Group Core Equity ETF Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Creative Planning holds 23,995 shares of CGUS stock, worth $852,062. This represents 0.0% of its overall portfolio holdings.
Number of Shares
23,995
Previous 20,387
17.7%
Holding current value
$852,062
Previous $698,000
20.2%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding CGUS
# of Institutions
304Shares Held
86.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$328 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$278 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$172 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$143 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$141 Million1.35% of portfolio