Financial Perspectives, Inc Capital Group Core Equity ETF Transaction History
Financial Perspectives, Inc
- $361 Billion
- Q3 2025
A detailed history of Financial Perspectives, Inc transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 2,209 shares of CGUS stock, worth $87,675. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,209
Previous 1,541
43.35%
Holding current value
$87,675
Previous $56.9 Million
53.48%
% of portfolio
0.02%
Previous 0.02%
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