Wealthcare Advisory Partners LLC Capital Group Core Equity ETF Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 233,757 shares of CGUS stock, worth $8.05 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

233,757

Previous 230,167 1.56%

Holding current value

$8.05 Million

Previous $7.89 Million 3.6%

% of portfolio

0.23%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$33.96 - $36.24 $121,916 - $130,101	3,590 Added 1.56%	233,757 $8.17 Million
Q3 2024 Nov 04, 2024	SELL	$31.19 - $34.33 $106,201 - $116,893	-3,405 Reduced 1.46%	230,167 $7.89 Million
Q2 2024 Aug 09, 2024	BUY	$29.72 - $32.45 $365,080 - $398,615	12,284 Added 5.55%	233,572 $7.53 Million
Q1 2024 Apr 15, 2024	SELL	$27.81 - $31.24 $180,180 - $202,403	-6,479 Reduced 2.84%	221,288 $6.9 Million
Q4 2023 Feb 06, 2024	BUY	$24.27 - $28.43 $1.72 Million - $2.01 Million	70,712 Added 45.02%	227,767 $6.45 Million
Q3 2023 Oct 12, 2023	BUY	$25.04 - $26.55 $2.84 Million - $3.02 Million	113,567 Added 261.15%	157,055 $3.94 Million
Q2 2023 Jul 17, 2023	BUY	$23.59 - $25.68 $146,352 - $159,318	6,204 Added 16.64%	43,488 $1.12 Million
Q1 2023 May 04, 2023	BUY	$22.32 - $24.22 $832,178 - $903,018	37,284 New	37,284 $883,000

Others Institutions Holding CGUS

# of Institutions

310

Shares Held

86.8M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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Wealthcare Advisory Partners LLC Capital Group Core Equity ETF Transaction History