Meridian Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Meridian Wealth Management, LLC
- $2 Billion
- Q3 2024
A detailed history of Meridian Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 35,099 shares of CGUS stock, worth $1.26 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
35,099
Previous 34,670
1.24%
Holding current value
$1.26 Million
Previous $1.12 Million
7.6%
% of portfolio
0.06%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding CGUS
# of Institutions
267Shares Held
69.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$239 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$239 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$135 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$109 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$95.7 Million0.21% of portfolio