Concurrent Investment Advisors, LLC Capital Group Core Equity ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 38,146 shares of CGUS stock, worth $1.28 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
38,146
Previous 31,971 19.31%
Holding current value
$1.28 Million
Previous $1.1 Billion 21.72%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$33.96 - $36.24 $209,703 - $223,782
6,175 Added 19.31%
38,146 $1.33 Billion
Q3 2024

Oct 30, 2024
BUY
$31.19 - $34.33 $154,702 - $170,276
4,960 Added 18.36%
31,971 $1.1 Billion
Q2 2024

Jul 30, 2024
BUY
$29.72 - $32.45 $802,766 - $876,506
27,011 New
27,011 $871 Million

Others Institutions Holding CGUS

# of Institutions
309
Shares Held
86.7M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE EQUITY ETF

CGUS Quotes by TradingView
  • Ticker CGUS
More about CGUS
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, 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 Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email