Souders Financial Advisors Capital Group Core Equity ETF Transaction History
Souders Financial Advisors
- $740 Million
- Q3 2025
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 928,455 shares of CGUS stock, worth $36.9 Million. This represents 4.96% of its overall portfolio holdings.
Number of Shares
928,455
Previous 932,782
0.46%
Holding current value
$36.9 Million
Previous $34.4 Million
6.57%
% of portfolio
4.96%
Previous 4.94%
Shares
13 transactions
Others Institutions Holding CGUS
# of Institutions
372Shares 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