Sagespring Wealth Partners, LLC Capital Group Core Equity ETF Transaction History
Sagespring Wealth Partners, LLC
- $5.5 Trillion
- Q4 2025
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 211,986 shares of CGUS stock, worth $8.41 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
211,986
Previous 192,263
10.26%
Holding current value
$8.41 Million
Previous $7.6 Billion
12.18%
% of portfolio
0.15%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding CGUS
# of Institutions
371Shares Held
137MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC19.9MShares$790 Million0.25% of portfolio
-
Envestnet Asset Management Inc11.1MShares$442 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.03MShares$279 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.12MShares$243 Million0.02% of portfolio
-
Capital International Investors Los Angeles, CA5.98MShares$237 Million0.04% of portfolio