Marshall & Sterling Wealth Advisors Inc. Capital Group Core Equity ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 3,061 shares of CGUS stock, worth $121,491. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,061
Previous 2,099 45.83%
Holding current value
$121,491
Previous $77.5 Million 56.14%
% of portfolio
0.08%
Previous 0.05%

Shares

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

Nov 07, 2025
BUY
$36.89 - $39.72 $35,488 - $38,210
962 Added 45.83%
3,061 $121 Million
Q2 2025

Aug 12, 2025
BUY
$29.93 - $36.93 $10,236 - $12,630
342 Added 19.46%
2,099 $77.5 Million
Q1 2025

May 15, 2025
BUY
$33.08 - $36.62 $58,121 - $64,341
1,757 New
1,757 $58.7 Million

Others Institutions Holding CGUS

# of Institutions
376
Shares Held
138M
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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