Summit Investment Advisory Services, LLC Capital Group Core Equity ETF Transaction History
Summit Investment Advisory Services, LLC
- $204 Billion
- Q1 2025
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 633,891 shares of CGUS stock, worth $19.9 Million. This represents 10.38% of its overall portfolio holdings.
Number of Shares
633,891
Previous 630,967
0.46%
Holding current value
$19.9 Million
Previous $22.1 Billion
4.05%
% of portfolio
10.38%
Previous 11.38%
Shares
9 transactions
Others Institutions Holding CGUS
# of Institutions
311Shares Held
87.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$289 Million0.14% of portfolio
-
Envestnet Asset Management Inc7.83MShares$246 Million0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.85MShares$152 Million0.06% of portfolio
-
Morgan Stanley New York, NY4.01MShares$126 Million0.01% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$124 Million1.35% of portfolio