M Holdings Securities, Inc. Capital Group Core Equity ETF Transaction History
M Holdings Securities, Inc.
- $473 Million
- Q3 2025
A detailed history of M Holdings Securities, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, M Holdings Securities, Inc. holds 24,270 shares of CGUS stock, worth $963,276. This represents 0.2% of its overall portfolio holdings.
Number of Shares
24,270
Previous 24,292
0.09%
Holding current value
$963,276
Previous $895,000
7.26%
% of portfolio
0.2%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding CGUS
# of Institutions
371Shares 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