Cassady Schiller Wealth Management, LLC Capital Group Core Equity ETF Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 675 shares of CGUS stock, worth $26,790. This represents 0.01% of its overall portfolio holdings.

Number of Shares
675
Previous 675 -0.0%
Holding current value
$26,790
Previous $23,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$31.19 - $34.33 $21,053 - $23,172
675 New
675 $23,000

Others Institutions Holding CGUS

# of Institutions
378
Shares Held
138M
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 Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller 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 Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email