Latitude Advisors, LLC Capital Group Core Equity ETF Transaction History
Latitude Advisors, LLC
- $181 Million
- Q3 2025
A detailed history of Latitude Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Latitude Advisors, LLC holds 55,372 shares of CGUS stock, worth $2.2 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
55,372
Previous 48,669
13.77%
Holding current value
$2.2 Million
Previous $1.8 Million
21.81%
% of portfolio
1.21%
Previous 1.09%
Shares
10 transactions
Others Institutions Holding CGUS
# of Institutions
378Shares Held
138MCall 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