Tempus Wealth Planning, LLC Capital Group Core Equity ETF Transaction History

Tempus Wealth Planning, LLC

$297 Million
Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 44,043 shares of CGUS stock, worth $1.6 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

44,043

Previous 37,292 18.1%

Holding current value

$1.6 Million

Previous $1.28 Million 20.5%

% of portfolio

0.52%

Previous 0.5%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$33.96 - $36.24 $229,263 - $244,656	6,751 Added 18.1%	44,043 $1.54 Million
Q3 2024 Oct 22, 2024	BUY	$31.19 - $34.33 $277,435 - $305,365	8,895 Added 31.32%	37,292 $1.28 Million
Q2 2024 Jul 25, 2024	BUY	$29.72 - $32.45 $315,210 - $344,164	10,606 Added 59.61%	28,397 $915,000
Q1 2024 Apr 19, 2024	BUY	$27.81 - $31.24 $257,937 - $289,751	9,275 Added 108.91%	17,791 $554,000
Q4 2023 Jan 23, 2024	BUY	$24.27 - $28.43 $206,683 - $242,109	8,516 New	8,516 $241,000

Others Institutions Holding CGUS

# of Institutions

278

Shares Held

69.8M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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Tempus Wealth Planning, LLC Capital Group Core Equity ETF Transaction History