Bip Wealth, LLC Capital Group Core Equity ETF Transaction History

Bip Wealth, LLC

$2.72 Billion
Q3 2025

A detailed history of Bip Wealth, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Bip Wealth, LLC holds 5,315 shares of CGUS stock, worth $209,198. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,315

Holding current value

$209,198

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 30, 2025	BUY	$36.89 - $39.72 $196,070 - $211,111	5,315 New	5,315 $210,000

Others Institutions Holding CGUS

# of Institutions

351

Shares Held

116M

Call Options Held

16.3K

Put Options Held

Lpl Financial LLC Fort Mill, SC

16.2M
Shares

$637 Million
0.21% of portfolio
Envestnet Asset Management Inc

10.3M
Shares

$406 Million
0.12% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.67M
Shares

$223 Million
0.07% of portfolio
Morgan Stanley New York, NY

5.01M
Shares

$197 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

4.83M
Shares

$190 Million
0.32% of portfolio

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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