Wr Wealth Planners, LLC Capital Group Core Equity ETF Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 36,836 shares of CGUS stock, worth $1.32 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

36,836

Previous 33,317 10.56%

Holding current value

$1.32 Million

Previous $1.07 Million 17.5%

% of portfolio

0.36%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$31.19 - $34.33 $109,757 - $120,807	3,519 Added 10.56%	36,836 $1.26 Million
Q2 2024 Jul 31, 2024	BUY	$29.72 - $32.45 $197,786 - $215,954	6,655 Added 24.96%	33,317 $1.07 Million
Q1 2024 Jul 31, 2024	BUY	$27.81 - $31.24 $741,470 - $832,920	26,662 New	26,662 $830,000
Q3 2023 Aug 01, 2024	BUY	$25.04 - $26.55 $12,645 - $13,407	505 Added 46.42%	1,593 $40 Million
Q2 2023 Aug 01, 2024	SELL	$23.59 - $25.68 $760,282 - $827,640	-32,229 Reduced 96.73%	1,088 $27.9 Million
Q1 2023 Aug 01, 2024	SELL	$22.32 - $24.22 $733,859 - $796,329	-32,879 Reduced 98.69%	438 $10.4 Million
Q4 2022 Oct 10, 2024	SELL	$20.54 - $23.52 $675,334 - $773,314	-32,879 Reduced 98.69%	438 $9.84 Million

Others Institutions Holding CGUS

# of Institutions

267

Shares Held

69.3M

Call Options Held

Put Options Held

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Capital Group Core Equity ETF Transaction History