180 Wealth Advisors, LLC Capital Group Core Equity ETF Transaction History

180 Wealth Advisors, LLC

$629 Million
Q3 2024

A detailed history of 180 Wealth Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 31,664 shares of CGUS stock, worth $1.12 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

31,664

Previous 31,554 0.35%

Holding current value

$1.12 Million

Previous $1.02 Million 6.69%

% of portfolio

0.17%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$31.19 - $34.33 $3,430 - $3,776	110 Added 0.35%	31,664 $1.09 Million
Q2 2024 Jul 16, 2024	BUY	$29.72 - $32.45 $25,618 - $27,971	862 Added 2.81%	31,554 $1.02 Million
Q1 2024 Apr 15, 2024	BUY	$27.81 - $31.24 $61,126 - $68,665	2,198 Added 7.71%	30,692 $956,000
Q4 2023 Jan 24, 2024	BUY	$24.27 - $28.43 $12,062 - $14,129	497 Added 1.78%	28,494 $806,000
Q3 2023 Oct 31, 2023	BUY	$25.04 - $26.55 $18,880 - $20,018	754 Added 2.77%	27,997 $703,000
Q2 2023 Jul 11, 2023	BUY	$23.59 - $25.68 $108,773 - $118,410	4,611 Added 20.37%	27,243 $699,000
Q1 2023 Apr 07, 2023	BUY	$22.32 - $24.22 $57,898 - $62,826	2,594 Added 12.95%	22,632 $536,000
Q4 2022 Feb 02, 2023	BUY	$20.54 - $23.52 $411,580 - $471,293	20,038 New	20,038 $450,000

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 180 Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 180 Wealth Advisors, LLC with notifications on news.

Account

180 Wealth Advisors, LLC Capital Group Core Equity ETF Transaction History