United Advisor Group, LLC Capital Group Core Equity ETF Transaction History
United Advisor Group, LLC
- $689 Million
- Q3 2025
A detailed history of United Advisor Group, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, United Advisor Group, LLC holds 10,746 shares of CGUS stock, worth $426,508. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,746
Previous 10,729
0.16%
Holding current value
$426,508
Previous $396,000
7.07%
% of portfolio
0.06%
Previous 0.07%
Shares
4 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