Kingswood Wealth Advisors, LLC Capital Group Core Equity ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 63,915 shares of CGUS stock, worth $2.03 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
63,915
Previous 63,466 0.71%
Holding current value
$2.03 Million
Previous $2.22 Billion 3.82%
% of portfolio
0.08%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$33.08 - $36.62 $14,852 - $16,442
449 Added 0.71%
63,915 $2.13 Billion
Q4 2024

Jan 22, 2025
BUY
$33.96 - $36.24 $12,768 - $13,626
376 Added 0.6%
63,466 $2.22 Billion
Q3 2024

Oct 21, 2024
BUY
$31.19 - $34.33 $1.71 Million - $1.88 Million
54,722 Added 653.94%
63,090 $2.16 Billion
Q2 2024

Jul 09, 2024
BUY
$29.72 - $32.45 $248,696 - $271,541
8,368 New
8,368 $270 Million

Others Institutions Holding CGUS

# of Institutions
312
Shares Held
88M
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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