Lpl Financial LLC Capital Group Core Equity ETF Transaction History
Lpl Financial LLC
- $238 Billion
- Q4 2024
A detailed history of Lpl Financial LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Lpl Financial LLC holds 9,225,156 shares of CGUS stock, worth $334 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
9,225,156
Previous 6,668,760
38.33%
Holding current value
$334 Million
Previous $229 Million
41.12%
% of portfolio
0.14%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding CGUS
# of Institutions
291Shares Held
78MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$242 Million0.08% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$176 Million0.06% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$136 Million1.3% of portfolio
-
Northwestern Mutual Wealth Management CO3.23MShares$117 Million0.1% of portfolio
-
Morgan Stanley New York, NY3.03MShares$110 Million0.01% of portfolio