National Wealth Management Group, LLC Capital Group Core Equity ETF Transaction History

National Wealth Management Group, LLC

$150 Billion
Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 9,599 shares of CGUS stock, worth $327,037. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,599

Previous 9,399 2.13%

Holding current value

$327,037

Previous $322 Million 4.18%

% of portfolio

0.22%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$33.96 - $36.24 $6,792 - $7,248	200 Added 2.13%	9,599 $336 Million
Q3 2024 Nov 13, 2024	BUY	$31.19 - $34.33 $935 - $1,029	30 Added 0.32%	9,399 $322 Million
Q2 2024 Aug 09, 2024	SELL	$29.72 - $32.45 $4,903 - $5,354	-165 Reduced 1.73%	9,369 $302 Million
Q1 2024 May 17, 2024	SELL	$27.81 - $31.24 $1,390 - $1,562	-50 Reduced 0.52%	9,534 $297 Million
Q4 2023 Feb 01, 2024	BUY	$24.27 - $28.43 $1,577 - $1,847	65 Added 0.68%	9,584 $271 Million
Q1 2023 May 15, 2023	BUY	$22.32 - $24.22 $212,464 - $230,550	9,519 New	9,519 $229 Million
Q4 2022 Nov 17, 2023	SELL	$20.54 - $23.52 $1,725 - $1,975	-84 Reduced 0.88%	9,435 $212 Million

Others Institutions Holding CGUS

# of Institutions

310

Shares Held

86.8M

Call Options Held

Put Options Held

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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National Wealth Management Group, LLC Capital Group Core Equity ETF Transaction History