Summit Investment Advisory Services, LLC Capital Group Core Equity ETF Transaction History
Summit Investment Advisory Services, LLC
- $194 Billion
- Q4 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 630,967 shares of CGUS stock, worth $21 Million. This represents 11.38% of its overall portfolio holdings.
Number of Shares
630,967
Previous 603,469
4.56%
Holding current value
$21 Million
Previous $20.7 Billion
6.66%
% of portfolio
11.38%
Previous 10.97%
Shares
8 transactions
Others Institutions Holding CGUS
# of Institutions
311Shares Held
86.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$307 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$261 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$161 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$134 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$132 Million1.35% of portfolio