Mayflower Financial Advisors, LLC Capital Group Core Equity ETF Transaction History
Mayflower Financial Advisors, LLC
- $638 Million
- Q4 2024
A detailed history of Mayflower Financial Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 41,455 shares of CGUS stock, worth $1.5 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
41,455
Previous 35,312
17.4%
Holding current value
$1.5 Million
Previous $1.21 Million
19.75%
% of portfolio
0.23%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding CGUS
# of Institutions
278Shares 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$96.8 Million0.21% of portfolio