Wealth Enhancement Advisory Services, LLC Capital Group Core Equity ETF Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 616,535 shares of CGUS stock, worth $20.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

616,535

Previous 562,662 9.57%

Holding current value

$20.5 Million

Previous $19.7 Million 9.58%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$33.96 - $36.24 $1.83 Million - $1.95 Million	53,873 Added 9.57%	616,535 $21.6 Million
Q3 2024 Oct 23, 2024	SELL	$31.19 - $34.33 $414,109 - $455,799	-13,277 Reduced 2.31%	562,662 $19.3 Million
Q2 2024 Jul 16, 2024	SELL	$29.72 - $32.45 $366,299 - $399,946	-12,325 Reduced 2.1%	575,939 $18.6 Million
Q1 2024 Apr 15, 2024	BUY	$27.81 - $31.24 $189,052 - $212,369	6,798 Added 1.17%	588,264 $18.3 Million
Q4 2023 Jan 30, 2024	BUY	$24.27 - $28.43 $1.27 Million - $1.49 Million	52,425 Added 9.91%	581,466 $16.5 Million
Q3 2023 Nov 13, 2023	BUY	$25.04 - $26.55 $13.2 Million - $14 Million	529,041 New	529,041 $13.3 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

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Wealth Enhancement Advisory Services, LLC Capital Group Core Equity ETF Transaction History