A detailed history of A&I Financial Services, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, A&I Financial Services, LLC holds 108,032 shares of CGUS stock, worth $4.05 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
108,032
Previous 92,148 17.24%
Holding current value
$4.05 Million
Previous $3.08 Billion 29.63%
% of portfolio
2.25%
Previous 2.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025

BUY
$29.93 - $36.93 $475,408 - $586,596
15,884 Added 17.24%
108,032 $3.99 Billion
Q1 2025

May 01, 2025

BUY
$33.08 - $36.62 $910,130 - $1.01 Million
27,513 Added 42.57%
92,148 $3.08 Billion
Q4 2024

Feb 05, 2025

BUY
$33.96 - $36.24 $2.2 Million - $2.34 Million
64,635 New
64,635 $2.26 Billion

Others Institutions Holding CGUS

About CAPITAL GROUP CORE EQUITY ETF


  • Ticker CGUS
More about CGUS
Track This Portfolio

Track A&I Financial Services, LLC Portfolio

Follow A&I Financial Services, 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 A&I Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on A&I Financial Services, LLC with notifications on news.