Aa Financial Advisors, LLC Capital Group Core Equity ETF Transaction History

Aa Financial Advisors, LLC

$375 Billion
Q4 2024

A detailed history of Aa Financial Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 316,532 shares of CGUS stock, worth $10.6 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares

316,532

Previous 267,581 18.29%

Holding current value

$10.6 Million

Previous $9.17 Billion 20.68%

% of portfolio

2.95%

Previous 2.66%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$33.96 - $36.24 $1.66 Million - $1.77 Million	48,951 Added 18.29%	316,532 $11.1 Billion
Q3 2024 Oct 18, 2024	BUY	$31.19 - $34.33 $2.35 Million - $2.59 Million	75,449 Added 39.27%	267,581 $9.17 Billion
Q2 2024 Jul 16, 2024	BUY	$29.72 - $32.45 $2.63 Million - $2.87 Million	88,387 Added 85.2%	192,132 $6.2 Billion
Q1 2024 May 03, 2024	BUY	$27.81 - $31.24 $523,940 - $588,561	18,840 Added 22.19%	103,745 $3.23 Billion
Q4 2023 Apr 02, 2024	BUY	$24.27 - $28.43 $2.06 Million - $2.41 Million	84,905 New	84,905 $2.4 Billion

Others Institutions Holding CGUS

# of Institutions

309

Shares Held

86.8M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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Aa Financial Advisors, LLC Capital Group Core Equity ETF Transaction History