Souders Financial Advisors Capital Group Core Equity ETF Transaction History
Souders Financial Advisors
- $661 Million
- Q4 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 814,475 shares of CGUS stock, worth $28.7 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
814,475
Previous 747,042
9.03%
Holding current value
$28.7 Million
Previous $25.6 Million
11.22%
% of portfolio
4.31%
Previous 3.75%
Shares
10 transactions
Others Institutions Holding CGUS
# of Institutions
306Shares Held
86.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$325 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$276 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$171 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$141 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$139 Million1.35% of portfolio