Axxcess Wealth Management, LLC Capital Group Core Equity ETF Transaction History

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 24,062 shares of CGUS stock, worth $840,726. This represents 0.02% of its overall portfolio holdings.

Number of Shares
24,062
Previous 22,769 5.68%
Holding current value
$840,726
Previous $796,000 0.88%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$33.08 - $36.62 $42,772 - $47,349
1,293 Added 5.68%
24,062 $803,000
Q4 2024

Feb 10, 2025
BUY
$33.96 - $36.24 $125,414 - $133,834
3,693 Added 19.36%
22,769 $796,000
Q3 2024

Nov 04, 2024
BUY
$31.19 - $34.33 $175,256 - $192,900
5,619 Added 41.76%
19,076 $653,000
Q2 2024

Aug 09, 2024
BUY
$29.72 - $32.45 $53,406 - $58,312
1,797 Added 15.41%
13,457 $433,000
Q1 2024

May 14, 2024
BUY
$27.81 - $31.24 $55,508 - $62,355
1,996 Added 20.65%
11,660 $363,000
Q4 2023

Feb 06, 2024
BUY
$24.27 - $28.43 $234,545 - $274,747
9,664 New
9,664 $273,000

Others Institutions Holding CGUS

# of Institutions
333
Shares Held
103M
Call Options Held
42.7K
Put Options Held
1.4K
View Full List

About CAPITAL GROUP CORE EQUITY ETF

CGUS Quotes by TradingView
  • Ticker CGUS
More about CGUS
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