Lantz Financial LLC Capital Group Core Equity ETF Transaction History
Lantz Financial LLC
- $421 Million
- Q3 2025
A detailed history of Lantz Financial LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Lantz Financial LLC holds 44,447 shares of CGUS stock, worth $1.76 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
44,447
Previous 43,182
2.93%
Holding current value
$1.76 Million
Previous $1.59 Million
10.23%
% of portfolio
0.42%
Previous 0.42%
Shares
12 transactions
Others Institutions Holding CGUS
# of Institutions
372Shares Held
137MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.9MShares$790 Million0.25% of portfolio
-
Envestnet Asset Management Inc11.1MShares$442 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.03MShares$279 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.12MShares$243 Million0.02% of portfolio
-
Capital International Investors Los Angeles, CA5.98MShares$237 Million0.04% of portfolio