Lynch & Associates Capital Group Core Equity ETF Transaction History
Lynch & Associates
- $456 Million
- Q4 2024
A detailed history of Lynch & Associates transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Lynch & Associates holds 20,161 shares of CGUS stock, worth $730,836. This represents 0.15% of its overall portfolio holdings.
Number of Shares
20,161
Previous 17,325
16.37%
Holding current value
$730,836
Previous $593,000
18.89%
% of portfolio
0.15%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding CGUS
# of Institutions
277Shares 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$96.6 Million0.21% of portfolio