Great Valley Advisor Group, Inc. Capital Group Core Equity ETF Transaction History
Great Valley Advisor Group, Inc.
- $4.07 Billion
- Q4 2024
A detailed history of Great Valley Advisor Group, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 93,078 shares of CGUS stock, worth $3.31 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
93,078
Previous 58,665
58.66%
Holding current value
$3.31 Million
Previous $2.01 Million
61.81%
% of portfolio
0.08%
Previous 0.05%
Shares
5 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