Gateway Wealth Partners, LLC Capital Group Core Equity ETF Transaction History
Gateway Wealth Partners, LLC
- $363 Billion
- Q3 2024
A detailed history of Gateway Wealth Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 14,296 shares of CGUS stock, worth $507,222. This represents 0.14% of its overall portfolio holdings.
Number of Shares
14,296
Previous 8,787
62.69%
Holding current value
$507,222
Previous $283 Million
72.93%
% of portfolio
0.14%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$237 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$237 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$133 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$108 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$94.6 Million0.21% of portfolio