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

Worth Financial Advisory Group, LLC

  • $178 Billion
  • Q3 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 8,061 shares of CGUS stock, worth $319,941. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,061
Previous 11,135 27.61%
Holding current value
$319,941
Previous $411 Million 22.49%
% of portfolio
0.18%
Previous 0.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$36.89 - $39.72 $113,399 - $122,099
-3,074 Reduced 27.61%
8,061 $319 Million
Q2 2025

Jul 16, 2025
BUY
$29.93 - $36.93 $838 - $1,034
28 Added 0.25%
11,135 $411 Million
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
372
Shares Held
137M
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
Track This Portfolio

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email