Indie Asset Partners, LLC Capital Group Core Equity ETF Transaction History
Indie Asset Partners, LLC
- $122 Million
- Q4 2024
A detailed history of Indie Asset Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Indie Asset Partners, LLC holds 6,789 shares of CGUS stock, worth $217,519. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,789
Previous 6,789
-0.0%
Holding current value
$217,519
Previous $232,000
2.16%
% of portfolio
0.19%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
312Shares Held
87.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$296 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$251 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$155 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$129 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$127 Million1.35% of portfolio