Congress Wealth Management LLC Capital Group Core Equity ETF Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 37,230 shares of CGUS stock, worth $1.48 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
37,230
Previous 34,676 7.37%
Holding current value
$1.48 Million
Previous $1.16 Million 18.65%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$29.93 - $36.93 $76,441 - $94,319
2,554 Added 7.37%
37,230 $1.37 Million
Q1 2025

May 14, 2025
BUY
$33.08 - $36.62 $1.15 Million - $1.27 Million
34,676 New
34,676 $1.16 Million

Others Institutions Holding CGUS

# of Institutions
371
Shares Held
137M
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
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