Concurrent Investment Advisors, LLC Capital Group Core Equity ETF Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 92,317 shares of CGUS stock, worth $3.51 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
92,317
Previous 40,021 130.67%
Holding current value
$3.51 Million
Previous $1.34 Billion 155.05%
% of portfolio
0.07%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$29.93 - $36.93 $1.57 Million - $1.93 Million
52,296 Added 130.67%
92,317 $3.41 Billion
Q1 2025

Apr 29, 2025
BUY
$33.08 - $36.62 $62,025 - $68,662
1,875 Added 4.92%
40,021 $1.34 Billion
Q4 2024

Feb 03, 2025
BUY
$33.96 - $36.24 $209,703 - $223,782
6,175 Added 19.31%
38,146 $1.33 Billion
Q3 2024

Oct 30, 2024
BUY
$31.19 - $34.33 $154,702 - $170,276
4,960 Added 18.36%
31,971 $1.1 Billion
Q2 2024

Jul 30, 2024
BUY
$29.72 - $32.45 $802,766 - $876,506
27,011 New
27,011 $871 Million

Others Institutions Holding CGUS

# of Institutions
339
Shares Held
106M
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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