Great Valley Advisor Group, Inc. Capital Group Core Equity ETF Transaction History
Great Valley Advisor Group, Inc.
- $3.84 Billion
- Q3 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 58,665 shares of CGUS stock, worth $2.03 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
58,665
Previous 42,647
37.56%
Holding current value
$2.03 Million
Previous $1.38 Million
46.25%
% of portfolio
0.05%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
270Shares Held
69.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$231 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$231 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$130 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$105 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$92.4 Million0.21% of portfolio