Premier Path Wealth Partners, LLC Capital Group Core Equity ETF Transaction History
Premier Path Wealth Partners, LLC
- $656 Billion
- Q4 2024
A detailed history of Premier Path Wealth Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 34,479 shares of CGUS stock, worth $1.25 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
34,479
Previous 34,479
-0.0%
Holding current value
$1.25 Million
Previous $1.18 Billion
2.01%
% of portfolio
0.18%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
289Shares Held
77.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$242 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$241 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$176 Million0.06% 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