Tcfg Wealth Management, LLC Capital Group Core Equity ETF Transaction History

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q4 2024

A detailed history of Tcfg Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 13,702 shares of CGUS stock, worth $471,759. This represents 0.24% of its overall portfolio holdings.

Number of Shares
13,702
Previous 13,129 4.36%
Holding current value
$471,759
Previous $450 Million 6.47%
% of portfolio
0.24%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$33.96 - $36.24 $19,459 - $20,765
573 Added 4.36%
13,702 $479 Million
Q3 2024

Oct 15, 2024
BUY
$31.19 - $34.33 $409,493 - $450,718
13,129 New
13,129 $450 Million

Others Institutions Holding CGUS

# of Institutions
310
Shares Held
86.8M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE EQUITY ETF

CGUS Quotes by TradingView
  • Ticker CGUS
More about CGUS
Track This Portfolio

Track Tcfg Wealth Management, LLC Portfolio

Follow Tcfg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tcfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tcfg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email