Sowell Financial Services LLC Capital Group Core Equity ETF Transaction History

Sowell Financial Services LLC

  • $2.11 Billion
  • Q1 2025

A detailed history of Sowell Financial Services LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 39,941 shares of CGUS stock, worth $1.27 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
39,941
Previous 39,031 2.33%
Holding current value
$1.27 Million
Previous $1.36 Million 2.2%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Apr 17, 2025
BUY
$33.08 - $36.62 $30,102 - $33,324
910 Added 2.33%
39,941 $1.33 Million
Q4 2024

Feb 07, 2025
SELL
$33.96 - $36.24 $187,017 - $199,573
-5,507 Reduced 12.36%
39,031 $1.36 Million
Q3 2024

Oct 04, 2024
SELL
$31.19 - $34.33 $37,490 - $41,264
-1,202 Reduced 2.63%
44,538 $1.53 Million
Q2 2024

Aug 13, 2024
SELL
$29.72 - $32.45 $445 - $486
-15 Reduced 0.03%
45,740 $1.48 Million
Q1 2024

May 03, 2024
BUY
$27.81 - $31.24 $1.27 Million - $1.43 Million
45,755 New
45,755 $1.43 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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