Worth Financial Advisory Group, LLC Capital Group Core Equity ETF Transaction History

Worth Financial Advisory Group, LLC

  • $157 Billion
  • Q1 2025

A detailed history of Worth Financial Advisory Group, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 11,107 shares of CGUS stock, worth $353,313. This represents 0.24% of its overall portfolio holdings.

Number of Shares
11,107
Previous 6,104 81.96%
Holding current value
$353,313
Previous $213 Million 73.79%
% of portfolio
0.24%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$33.08 - $36.62 $165,499 - $183,209
5,003 Added 81.96%
11,107 $371 Million
Q4 2024

Feb 11, 2025
BUY
$33.96 - $36.24 $509 - $543
15 Added 0.25%
6,104 $213 Million
Q3 2024

Oct 24, 2024
BUY
$31.19 - $34.33 $189,915 - $209,035
6,089 New
6,089 $209 Million

Others Institutions Holding CGUS

# of Institutions
314
Shares Held
88.4M
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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