Whipplewood Advisors, LLC Capital Group Core Equity ETF Transaction History

Whipplewood Advisors, LLC

$176 Billion
Q4 2024

A detailed history of Whipplewood Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 520 shares of CGUS stock, worth $18,917. This represents 0.01% of its overall portfolio holdings.

Number of Shares

520

Holding current value

$18,917

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$33.96 - $36.24 $17,659 - $18,844	520 New	520 $18.2 Million

Others Institutions Holding CGUS

# of Institutions

281

Shares Held

71.4M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

6.67M
Shares

$243 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

6.67M
Shares

$243 Million
0.1% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

3.76M
Shares

$137 Million
1.3% of portfolio
Morgan Stanley New York, NY

3.03M
Shares

$110 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

2.67M
Shares

$97 Million
0.21% of portfolio

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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Whipplewood Advisors, LLC Capital Group Core Equity ETF Transaction History