Investment Advisory Services Inc Capital Group Core Equity ETF Transaction History
Investment Advisory Services Inc
- $277 Million
- Q4 2024
A detailed history of Investment Advisory Services Inc transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Investment Advisory Services Inc holds 44,212 shares of CGUS stock, worth $1.6 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
44,212
Previous 37,415
18.17%
Holding current value
$1.6 Million
Previous $1.28 Million
20.59%
% of portfolio
0.56%
Previous 0.46%
Shares
6 transactions
Others Institutions Holding CGUS
# of Institutions
293Shares Held
81.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$334 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$284 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$176 Million0.06% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$144 Million1.35% of portfolio
-
Northwestern Mutual Wealth Management CO3.23MShares$117 Million0.1% of portfolio