Kerntke Otto Mc Glone Wealth Management Group Capital Group Core Equity ETF Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $130 Million
- Q4 2024
A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 11,814 shares of CGUS stock, worth $393,169. This represents 0.32% of its overall portfolio holdings.
Number of Shares
11,814
Previous 8,804
34.19%
Holding current value
$393,169
Previous $301,000
37.21%
% of portfolio
0.32%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding CGUS
# of Institutions
311Shares Held
87.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$307 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$261 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$161 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$134 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$132 Million1.35% of portfolio