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

Wr Wealth Planners, LLC

$301 Million
Q4 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 15,652 shares of CGUS stock, worth $621,227. This represents 0.18% of its overall portfolio holdings.

Number of Shares

15,652

Previous 36,836 57.51%

Holding current value

$621,227

Previous $1.26 Million 56.66%

% of portfolio

0.18%

Previous 0.36%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$33.96 - $36.24 $719,408 - $767,708	-21,184 Reduced 57.51%	15,652 $547,000
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

372

Shares Held

137M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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