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

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 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 23,011 shares of CGUS stock, worth $905,712. This represents 0.02% of its overall portfolio holdings.

Number of Shares

23,011

Previous 24,062 4.37%

Holding current value

$905,712

Previous $803,000 5.73%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$29.93 - $36.93 $31,456 - $38,813	-1,051 Reduced 4.37%	23,011 $849,000
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

347

Shares Held

116M

Call Options Held

16.3K

Put Options Held

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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