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 $1.9 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
52,206
Previous 50,740
2.89%
Holding current value
$1.9 Million
Previous $1.74 Million
4.95%
% of portfolio
0.16%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
278Shares Held
69.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$242 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$242 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$136 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$110 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$96.8 Million0.21% of portfolio