Gladstone Institutional Advisory LLC Capital Group Core Equity ETF Transaction History

Gladstone Institutional Advisory LLC

  • $2.5 Billion
  • Q3 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 12,431 shares of CGUS stock, worth $493,386. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,431
Previous 12,894 3.59%
Holding current value
$493,386
Previous $430,000 14.19%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$36.89 - $39.72 $17,080 - $18,390
-463 Reduced 3.59%
12,431 $491,000
Q1 2025

May 15, 2025
BUY
$33.08 - $36.62 $145,055 - $160,578
4,385 Added 51.53%
12,894 $430,000
Q4 2024

Jan 29, 2025
SELL
$33.96 - $36.24 $4,992 - $5,327
-147 Reduced 1.7%
8,509 $297,000
Q3 2024

Oct 28, 2024
BUY
$31.19 - $34.33 $57,451 - $63,235
1,842 Added 27.03%
8,656 $296,000
Q2 2024

Aug 02, 2024
BUY
$29.72 - $32.45 $202,512 - $221,114
6,814 New
6,814 $219,000

Others Institutions Holding CGUS

# of Institutions
372
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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