Sagespring Wealth Partners, LLC Capital Group Core Equity ETF Transaction History
Sagespring Wealth Partners, LLC
- $3.79 Trillion
- Q4 2024
A detailed history of Sagespring Wealth Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 217,275 shares of CGUS stock, worth $7.86 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
217,275Holding current value
$7.86 Million% of portfolio
0.2%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$334 Million0.14% of portfolio
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Envestnet Asset Management Inc7.83MShares$283 Million0.09% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.85MShares$175 Million0.06% of portfolio
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Morgan Stanley New York, NY4.01MShares$145 Million0.01% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$143 Million1.35% of portfolio