Cws Financial Advisors, LLC Capital Group Core Equity ETF Transaction History

Cws Financial Advisors, LLC

  • $277 Million
  • Q3 2024

A detailed history of Cws Financial Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 29,868 shares of CGUS stock, worth $1.04 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
29,868
Previous 26,614 12.23%
Holding current value
$1.04 Million
Previous $858,000 19.23%
% of portfolio
0.37%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$31.19 - $34.33 $101,492 - $111,709
3,254 Added 12.23%
29,868 $1.02 Million
Q2 2024

Jul 31, 2024
BUY
$29.72 - $32.45 $116,829 - $127,560
3,931 Added 17.33%
26,614 $858,000
Q1 2024

May 01, 2024
SELL
$27.81 - $31.24 $8,037 - $9,028
-289 Reduced 1.26%
22,683 $706,000
Q4 2023

Feb 08, 2024
BUY
$24.27 - $28.43 $41,550 - $48,672
1,712 Added 8.05%
22,972 $650,000
Q3 2023

Nov 14, 2023
BUY
$25.04 - $26.55 $213,190 - $226,046
8,514 Added 66.8%
21,260 $533,000
Q2 2023

Aug 14, 2023
BUY
$23.59 - $25.68 $300,678 - $327,317
12,746 New
12,746 $327,000

Others Institutions Holding CGUS

# of Institutions
266
Shares Held
69.3M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE EQUITY ETF

CGUS Quotes by TradingView
  • Ticker CGUS
More about CGUS
Track This Portfolio

Track Cws Financial Advisors, LLC Portfolio

Follow Cws Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cws Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cws Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email