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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%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BARNES PETTEY FINANCIAL ADVISORS LLC 6 - 2024-03-31 105,130 $3,276,000 0
   Olistico Wealth LLC 14 - 2024-03-31 68,200 $2,125,000 0
   WealthCare Investment Partners LLC 47 - 2024-03-31 35,711 $1,113,000 0
   HBW Advisory Services LLC 192 - 2024-03-31 14,110 $399,000 0
   Cornerstone Wealth Management LLC 417 - 2024-03-31 10,506 $327,000 0
   WEALTHSOURCE PARTNERS LLC 410 - 2023-12-31 10,717 $303,000 0
   Signature Resources Capital Management LLC 33 - 2024-03-31 10,475 $296,000 0
   Arkadios Wealth Advisors 575 - 2024-03-31 8,542 $266,000 0
   Householder Group Estate & Retirement Specialist L 207 - 2024-03-31 8,469 $264,000 0
   Detalus Advisors LLC 124 - 2024-03-31 8,416 $262,000 0
   HOYLECOHEN LLC 247 - 2023-12-31 8,599 $243,000 0
   Steward Partners Investment Advisory LLC 1416 - 2023-12-31 6,375 $180,000 0
   Northwest Capital Management Inc 176 - 2024-03-31 3,134 $98,000 0
   Larson Financial Group LLC 633 - 2024-03-31 2,035 $63,000 0
   Financial Perspectives Inc 278 - 2024-03-31 1,541 $48,000 0
   IAG Wealth Partners LLC 303 - 2024-03-31 355 $11,000 0
   GRADIENT INVESTMENTS LLC 1677 - 2024-03-31 2 $0 0

  17 Records found
  1    
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