Sowell Financial Services LLC Capital Group Core Equity ETF Transaction History
Sowell Financial Services LLC
- $2.1 Billion
- Q3 2024
A detailed history of Sowell Financial Services LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 44,538 shares of CGUS stock, worth $1.62 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
44,538
Previous 45,740
2.63%
Holding current value
$1.62 Million
Previous $1.48 Million
3.46%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding CGUS
# of Institutions
278Shares Held
69.8MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc6.67MShares$242 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.67MShares$242 Million0.1% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.76MShares$136 Million1.3% of portfolio
-
Morgan Stanley New York, NY3.03MShares$110 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL2.67MShares$96.8 Million0.21% of portfolio