Kerntke Otto Mc Glone Wealth Management Group Capital Group Core Equity ETF Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$130 Million
Q4 2024

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 11,814 shares of CGUS stock, worth $419,515. This represents 0.32% of its overall portfolio holdings.

Number of Shares

11,814

Previous 8,804 34.19%

Holding current value

$419,515

Previous $301,000 37.21%

% of portfolio

0.32%

Previous 0.25%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$33.96 - $36.24 $102,219 - $109,082	3,010 Added 34.19%	11,814 $413,000
Q3 2024 Nov 12, 2024	BUY	$31.19 - $34.33 $18,402 - $20,254	590 Added 7.18%	8,804 $301,000
Q2 2024 Aug 14, 2024	BUY	$29.72 - $32.45 $31,949 - $34,883	1,075 Added 15.06%	8,214 $264,000
Q1 2024 May 10, 2024	BUY	$27.81 - $31.24 $198,535 - $223,022	7,139 New	7,139 $222,000

Others Institutions Holding CGUS

# of Institutions

304

Shares Held

86.4M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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Kerntke Otto Mc Glone Wealth Management Group Capital Group Core Equity ETF Transaction History