Independent Wealth Network Inc. Capital Group Core Equity ETF Transaction History

Independent Wealth Network Inc.

  • $234 Million
  • Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 27,833 shares of CGUS stock, worth $935,745. This represents 0.42% of its overall portfolio holdings.

Number of Shares
27,833
Previous 20,589 35.18%
Holding current value
$935,745
Previous $705,000 38.01%
% of portfolio
0.42%
Previous 0.32%

Shares

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

Jan 17, 2025
BUY
$33.96 - $36.24 $246,006 - $262,522
7,244 Added 35.18%
27,833 $973,000
Q3 2024

Oct 15, 2024
BUY
$31.19 - $34.33 $116,057 - $127,741
3,721 Added 22.06%
20,589 $705,000
Q2 2024

Jul 18, 2024
BUY
$29.72 - $32.45 $148,718 - $162,379
5,004 Added 42.18%
16,868 $543,000
Q1 2024

May 20, 2024
BUY
$27.81 - $31.24 $329,937 - $370,631
11,864 New
11,864 $369,000

Others Institutions Holding CGUS

# of Institutions
309
Shares Held
86.8M
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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