Perennial Investment Advisors, LLC Capital Group Core Equity ETF Transaction History
Perennial Investment Advisors, LLC
- $826 Million
- Q4 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 36,974 shares of CGUS stock, worth $1.31 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
36,974Holding current value
$1.31 Million% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
304Shares Held
86.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$328 Million0.14% of portfolio
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Envestnet Asset Management Inc7.83MShares$278 Million0.09% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.85MShares$172 Million0.06% of portfolio
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Morgan Stanley New York, NY4.01MShares$143 Million0.01% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$141 Million1.35% of portfolio