Souders Financial Advisors Capital Group Core Equity ETF Transaction History
Souders Financial Advisors
- $639 Million
- Q2 2024
A detailed history of Souders Financial Advisors transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Souders Financial Advisors holds 753,795 shares of CGUS stock, worth $26.1 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
753,795
Previous 739,622
1.92%
Holding current value
$26.1 Million
Previous $23 Million
5.48%
% of portfolio
3.81%
Previous 3.78%
Shares
8 transactions
Others Institutions Holding CGUS
# of Institutions
257Shares Held
61.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc5.89MShares$204 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.91MShares$170 Million0.08% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.62MShares$126 Million1.22% of portfolio
-
Raymond James & Associates St Petersburg, FL2.61MShares$90.6 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.47MShares$85.8 Million0.08% of portfolio