Kestra Advisory Services, LLC Capital Group Core Equity ETF Transaction History
Kestra Advisory Services, LLC
- $17.6 Billion
- Q2 2024
A detailed history of Kestra Advisory Services, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 826,369 shares of CGUS stock, worth $28.7 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
826,369
Previous 398,060
107.6%
Holding current value
$28.7 Million
Previous $12.4 Million
114.87%
% of portfolio
0.15%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding CGUS
# of Institutions
257Shares Held
61.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$204 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$170 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$126 Million1.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.61MShares$90.6 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$85.8 Million0.08% of portfolio