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 $1.5 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
44,212
Previous 37,415
18.17%
Holding current value
$1.5 Million
Previous $1.28 Million
20.59%
% of portfolio
0.56%
Previous 0.46%
Shares
6 transactions
Others Institutions Holding CGUS
# of Institutions
309Shares Held
86.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$312 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$265 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$164 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$136 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$134 Million1.35% of portfolio