Bogart Wealth, LLC Capital Group Core Equity ETF Transaction History

Bogart Wealth, LLC

$2.11 Billion
Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 514 shares of CGUS stock, worth $17,959. This represents 0.0% of its overall portfolio holdings.

Number of Shares

514

Holding current value

$17,959

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$33.08 - $36.62 $17,003 - $18,822	514 New	514 $17,000

Others Institutions Holding CGUS

# of Institutions

333

Shares Held

103M

Call Options Held

42.7K

Put Options Held

1.4K

Lpl Financial LLC Fort Mill, SC

14.8M
Shares

$518 Million
0.2% of portfolio
Envestnet Asset Management Inc

9.09M
Shares

$318 Million
0.1% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.22M
Shares

$182 Million
0.07% of portfolio
Morgan Stanley New York, NY

4.36M
Shares

$152 Million
0.01% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

4.29M
Shares

$150 Million
1.5% of portfolio

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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