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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
   KPP Advisory Services LLC 141 *Closed 2023-12-31 0 $0 -33,629
   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
   Owen LaRue LLC 81 *Closed 2023-12-31 0 $0 -8,451
   OLD MISSION CAPITAL LLC 1125 *Closed 2023-12-31 0 $0 -205,040
   BARRETT & COMPANY INC. 617 *Closed 2024-03-31 0 $0 -990

  6 Records found
  1    
  Page 1 of 1
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