Investmark Advisory Group LLC Capital Group Core Equity ETF Transaction History
Investmark Advisory Group LLC
- $202 Million
- Q3 2024
A detailed history of Investmark Advisory Group LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Investmark Advisory Group LLC holds 10,097 shares of CGUS stock, worth $362,280. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,097
Previous 10,083
0.14%
Holding current value
$362,280
Previous $325,000
6.46%
% of portfolio
0.17%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$239 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$239 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$135 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$109 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$95.7 Million0.21% of portfolio