Kmg Fiduciary Partners, LLC Capital Group Core Equity ETF Transaction History
Kmg Fiduciary Partners, LLC
- $1.17 Billion
- Q4 2024
A detailed history of Kmg Fiduciary Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 52,206 shares of CGUS stock, worth $1.77 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
52,206
Previous 50,740
2.89%
Holding current value
$1.77 Million
Previous $1.74 Million
4.95%
% of portfolio
0.16%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
310Shares 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