Daymark Wealth Partners, LLC Capital Group Core Equity ETF Transaction History
Daymark Wealth Partners, LLC
- $2.79 Billion
- Q3 2025
A detailed history of Daymark Wealth Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 6,819 shares of CGUS stock, worth $270,646. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,819
Previous 6,818
0.01%
Holding current value
$270,646
Previous $251,000
7.17%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
371Shares 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