Root Financial Partners, LLC Capital Group Core Equity ETF Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 5,395 shares of CGUS stock, worth $214,127. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,395

Holding current value

$214,127

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$36.89 - $39.72 $199,021 - $214,289	5,395 New	5,395 $213 Million

Others Institutions Holding CGUS

# of Institutions

371

Shares Held

137M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

19.9M
Shares

$790 Million
0.25% of portfolio
Envestnet Asset Management Inc

11.1M
Shares

$442 Million
0.14% of portfolio
Raymond James Financial Inc St. Petersburg, FL

7.03M
Shares

$279 Million
0.09% of portfolio
Morgan Stanley New York, NY

6.12M
Shares

$243 Million
0.02% of portfolio
Capital International Investors Los Angeles, CA

5.98M
Shares

$237 Million
0.04% of portfolio

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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Root Financial Partners, LLC Capital Group Core Equity ETF Transaction History