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 $692,328. This represents 0.15% of its overall portfolio holdings.
Number of Shares
20,161
Previous 17,325
16.37%
Holding current value
$692,328
Previous $593,000
18.89%
% of portfolio
0.15%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding CGUS
# of Institutions
307Shares Held
86.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$317 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$269 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$166 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$138 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$136 Million1.35% of portfolio