Kestra Advisory Services, LLC Capital Group Core Equity ETF Transaction History
Kestra Advisory Services, LLC
- $17.3 Billion
- Q3 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 1,060,121 shares of CGUS stock, worth $36.7 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,060,121
Previous 826,369
28.29%
Holding current value
$36.7 Million
Previous $26.7 Million
36.36%
% of portfolio
0.21%
Previous 0.15%
Shares
10 transactions
Others Institutions Holding CGUS
# of Institutions
270Shares Held
69.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$231 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$231 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$130 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$105 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$92.4 Million0.21% of portfolio