A detailed history of Creative Planning transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Creative Planning holds 23,995 shares of CGUS stock, worth $852,062. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,995
Previous 20,387 17.7%
Holding current value
$852,062
Previous $698,000 20.2%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2025

BUY
$33.96 - $36.24 $122,527 - $130,753
3,608 Added 17.7%
23,995 $839,000
Q3 2024

Oct 11, 2024

BUY
$31.19 - $34.33 $842 - $926
27 Added 0.13%
20,387 $698,000
Q2 2024

Aug 15, 2024

BUY
$29.72 - $32.45 $832 - $908
28 Added 0.14%
20,360 $656,000
Q1 2024

May 10, 2024

BUY
$27.81 - $31.24 $1,140 - $1,280
41 Added 0.2%
20,332 $633,000
Q4 2023

Feb 14, 2024

BUY
$24.27 - $28.43 $34,026 - $39,858
1,402 Added 7.42%
20,291 $574,000
Q3 2023

Nov 16, 2023

BUY
$25.04 - $26.55 $208,157 - $220,710
8,313 Added 78.6%
18,889 $474,000
Q2 2023

Jul 21, 2023

BUY
$23.59 - $25.68 $21,726 - $23,651
921 Added 9.54%
10,576 $271,000
Q1 2023

May 15, 2023

BUY
$22.32 - $24.22 $215,499 - $233,844
9,655 New
9,655 $228,000

Others Institutions Holding CGUS

About CAPITAL GROUP CORE EQUITY ETF


  • Ticker CGUS
More about CGUS
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.