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

Fin Dec Wealth Services, Inc.

$158 Billion
Q2 2024

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 227,267 shares of CGUS stock, worth $7.77 Million. This represents 4.63% of its overall portfolio holdings.

Number of Shares

227,267

Previous 236,636 3.96%

Holding current value

$7.77 Million

Previous $7.37 Billion 0.6%

% of portfolio

4.63%

Previous 4.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

259

Shares Held

61.5M

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 Fin Dec Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fin Dec Wealth Services, Inc. with notifications on news.

Account

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