Wealthsource Partners, LLC Capital Group Core Equity ETF Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 10,717 shares of CGUS stock, worth $335,549. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,717
Previous 10,717 -0.0%
Holding current value
$335,549
Previous $269,000 12.64%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
SELL
$25.04 - $26.55 $21,584 - $22,886
-862 Reduced 7.44%
10,717 $269,000
Q2 2023

Aug 14, 2023
BUY
$23.59 - $25.68 $36,753 - $40,009
1,558 Added 15.55%
11,579 $297,000
Q1 2023

May 15, 2023
BUY
$22.32 - $24.22 $223,668 - $242,708
10,021 New
10,021 $237,000

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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