Mark Sheptoff Financial Planning, LLC Capital Group Core Equity ETF Transaction History

Mark Sheptoff Financial Planning, LLC

$197 Million
Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 7,503 shares of CGUS stock, worth $297,794. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,503

Previous 2,329 222.16%

Holding current value

$297,794

Previous $86,000 244.19%

% of portfolio

0.15%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$36.89 - $39.72 $190,868 - $205,511	5,174 Added 222.16%	7,503 $296,000
Q2 2025 Aug 06, 2025	BUY	$29.93 - $36.93 $419 - $517	14 Added 0.6%	2,329 $86,000
Q1 2025 May 13, 2025	BUY	$33.08 - $36.62 $34,700 - $38,414	1,049 Added 82.86%	2,315 $77,000
Q4 2024 Feb 11, 2025	BUY	$33.96 - $36.24 $2,954 - $3,152	87 Added 7.38%	1,266 $44,000
Q3 2024 Nov 14, 2024	SELL	$31.19 - $34.33 $164,995 - $181,605	-5,290 Reduced 81.77%	1,179 $40,000

Q2 2024 Aug 12, 2024	BUY	$29.72 - $32.45 $9,777 - $10,676	329 Added 5.36%	6,469 $208,000
Q1 2024 May 10, 2024	BUY	$27.81 - $31.24 $23,638 - $26,554	850 Added 16.07%	6,140 $191,000
Q3 2023 Nov 09, 2023	BUY	$25.04 - $26.55 $132,461 - $140,449	5,290 New	5,290 $132,000

Others Institutions Holding CGUS

# of Institutions

371

Shares Held

137M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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Mark Sheptoff Financial Planning, LLC Capital Group Core Equity ETF Transaction History