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

Bridgewealth Advisory Group, LLC

$275 Billion
Q3 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 227,341 shares of CGUS stock, worth $8.25 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares

227,341

Previous 194,820 16.69%

Holding current value

$8.25 Million

Previous $6.28 Billion 24.04%

% of portfolio

2.83%

Previous 2.78%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

278

Shares Held

69.8M

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