Jacobi Capital Management LLC Capital Group Core Equity ETF Transaction History
Jacobi Capital Management LLC
- $1.59 Billion
- Q3 2025
A detailed history of Jacobi Capital Management LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Jacobi Capital Management LLC holds 20,441 shares of CGUS stock, worth $811,303. This represents 0.05% of its overall portfolio holdings.
Number of Shares
20,441
Previous 19,286
5.99%
Holding current value
$811,303
Previous $712,000
13.48%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
371Shares Held
137MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.9MShares$790 Million0.25% of portfolio
-
Envestnet Asset Management Inc11.1MShares$442 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.03MShares$279 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.12MShares$243 Million0.02% of portfolio
-
Capital International Investors Los Angeles, CA5.98MShares$237 Million0.04% of portfolio