Fin Dec Wealth Services, Inc. Capital Group Core Equity ETF Transaction History

Fin Dec Wealth Services, Inc.

$101 Billion
Q1 2025

A detailed history of Fin Dec Wealth Services, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 24,052 shares of CGUS stock, worth $907,481. This represents 0.79% of its overall portfolio holdings.

Number of Shares

24,052

Previous 183,446 86.89%

Holding current value

$907,481

Previous $6.42 Billion 87.48%

% of portfolio

0.79%

Previous 4.45%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$33.08 - $36.62 $5.27 Million - $5.84 Million	-159,394 Reduced 86.89%	24,052 $803 Million
Q4 2024 Feb 14, 2025	SELL	$33.96 - $36.24 $1.54 Million - $1.64 Million	-45,269 Reduced 19.79%	183,446 $6.42 Billion
Q3 2024 Nov 14, 2024	BUY	$31.19 - $34.33 $45,163 - $49,709	1,448 Added 0.64%	228,715 $7.84 Billion
Q2 2024 Jul 17, 2024	SELL	$29.72 - $32.45 $278,446 - $304,024	-9,369 Reduced 3.96%	227,267 $7.33 Billion
Q1 2024 May 13, 2024	SELL	$27.81 - $31.24 $57,677 - $64,791	-2,074 Reduced 0.87%	236,636 $7.37 Billion
Q4 2023 Feb 07, 2024	BUY	$24.27 - $28.43 $1.25 Million - $1.46 Million	51,350 Added 27.41%	238,710 $6.76 Billion
Q3 2023 Oct 19, 2023	BUY	$25.04 - $26.55 $60,722 - $64,383	2,425 Added 1.31%	187,360 $4.7 Billion
Q2 2023 Jul 19, 2023	SELL	$23.59 - $25.68 $30,549 - $33,255	-1,295 Reduced 0.7%	184,935 $4.75 Billion
Q1 2023 May 10, 2023	BUY	$22.32 - $24.22 $34,551 - $37,492	1,548 Added 0.84%	186,230 $4.41 Billion
Q4 2022 Jan 25, 2023	BUY	$20.54 - $23.52 $3.79 Million - $4.34 Million	184,682 New	184,682 $4.15 Billion

Others Institutions Holding CGUS

# of Institutions

337

Shares Held

103M

Call Options Held

42.7K

Put Options Held

1.4K

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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Fin Dec Wealth Services, Inc. Capital Group Core Equity ETF Transaction History