Swisher Financial Concepts, Inc. Capital Group Core Equity ETF Transaction History

Swisher Financial Concepts, Inc.

  • $109 Million
  • Q1 2025

A detailed history of Swisher Financial Concepts, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 29,182 shares of CGUS stock, worth $928,279. This represents 0.89% of its overall portfolio holdings.

Number of Shares
29,182
Previous 11,630 150.92%
Holding current value
$928,279
Previous $406,000 139.16%
% of portfolio
0.89%
Previous 0.5%

Shares

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

Apr 09, 2025
BUY
$33.08 - $36.62 $580,620 - $642,754
17,552 Added 150.92%
29,182 $971,000
Q4 2024

Feb 13, 2025
SELL
$33.96 - $36.24 $835,008 - $891,069
-24,588 Reduced 67.89%
11,630 $406,000
Q3 2024

Nov 05, 2024
BUY
$31.19 - $34.33 $172,387 - $189,741
5,527 Added 18.01%
36,218 $1.23 Million
Q2 2024

Jul 22, 2024
BUY
$29.72 - $32.45 $251,639 - $274,754
8,467 Added 38.1%
30,691 $997,000
Q1 2024

Apr 23, 2024
BUY
$27.81 - $31.24 $119,916 - $134,706
4,312 Added 24.07%
22,224 $686,000
Q4 2023

Feb 13, 2024
BUY
$24.27 - $28.43 $434,724 - $509,238
17,912 New
17,912 $506,000

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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