Bridgewealth Advisory Group, LLC Capital Group Core Equity ETF Transaction History

Bridgewealth Advisory Group, LLC

$354 Billion
Q4 2024

A detailed history of Bridgewealth Advisory Group, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 255,598 shares of CGUS stock, worth $9 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

255,598

Previous 227,341 12.43%

Holding current value

$9 Million

Previous $7.79 Billion 19.41%

% of portfolio

2.63%

Previous 2.83%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$33.96 - $36.24 $959,607 - $1.02 Million	28,257 Added 12.43%	255,598 $9.31 Billion
Q3 2024 Nov 13, 2024	BUY	$31.19 - $34.33 $1.01 Million - $1.12 Million	32,521 Added 16.69%	227,341 $7.79 Billion
Q2 2024 Aug 13, 2024	BUY	$29.72 - $32.45 $1.15 Million - $1.25 Million	38,577 Added 24.69%	194,820 $6.28 Billion
Q1 2024 Apr 18, 2024	BUY	$27.81 - $31.24 $2.75 Million - $3.09 Million	98,769 Added 171.85%	156,243 $4.87 Billion
Q4 2023 Feb 05, 2024	BUY	$24.27 - $28.43 $1.1 Million - $1.29 Million	45,504 Added 380.15%	57,474 $1.63 Billion
Q3 2023 Nov 09, 2023	BUY	$25.04 - $26.55 $299,728 - $317,803	11,970 New	11,970 $301 Million

Others Institutions Holding CGUS

# of Institutions

307

Shares Held

86.6M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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Bridgewealth Advisory Group, LLC Capital Group Core Equity ETF Transaction History