Forge Financial Services LLC Capital Group Core Equity ETF Transaction History
Forge Financial Services LLC
- $119 Billion
- Q4 2024
A detailed history of Forge Financial Services LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Forge Financial Services LLC holds 342,474 shares of CGUS stock, worth $11.5 Million. This represents 10.47% of its overall portfolio holdings.
Number of Shares
342,474Holding current value
$11.5 Million% of portfolio
10.47%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
309Shares Held
86.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$310 Million0.14% of portfolio
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Envestnet Asset Management Inc7.83MShares$263 Million0.09% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.85MShares$163 Million0.06% of portfolio
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Morgan Stanley New York, NY4.01MShares$135 Million0.01% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$133 Million1.35% of portfolio