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Get Institutions for : 
Capital Group Core Equity Etf (CGUS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 175    22
Total shares held : 
39,832,384  
% of shares held : 
44.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  106  
Amount of shares held : 
7,973,907  
% of shares held change : 
  8.86%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
27
 731,816
 1.84%
 
Increased Positions :
104
 8,013,110
 20.12%
 
Unchanged Positions :
24
 532,123
 1.34%
 
Decreased Positions :
20
-484,409
-1.22%
 
Closed Positions :
5
-286,610
-0.72%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Tradition Wealth Management LLC 583 *Closed 2024-03-31 0 $0 -5,354
   Meridian Wealth Management LLC 242 *Closed 2024-03-31 0 $0 -34,838
   Western Wealth Management LLC 672 *Closed 2024-03-31 0 $0 -8,870
   Prosperity Financial Group Inc. 151 *Closed 2024-03-31 0 $0 -62,849
   JANE STREET GROUP LLC 5799 *Closed 2024-03-31 0 $0 -274,910
   BARRETT & COMPANY INC. 617 *Closed 2024-03-31 0 $0 -990
   AE Wealth Management LLC 2053 *Closed 2024-03-31 0 $0 -12,240

  7 Records found
  1    
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