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

Cws Financial Advisors, LLC

$308 Million
Q1 2025

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 38,047 shares of CGUS stock, worth $1.31 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

38,047

Previous 36,202 5.1%

Holding current value

$1.31 Million

Previous $1.27 Million 0.4%

% of portfolio

0.41%

Previous 0.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$33.08 - $36.62 $61,032 - $67,563	1,845 Added 5.1%	38,047 $1.27 Million
Q4 2024 Feb 04, 2025	BUY	$33.96 - $36.24 $215,102 - $229,544	6,334 Added 21.21%	36,202 $1.27 Million
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

333

Shares Held

105M

Call Options Held

42.7K

Put Options Held

1.4K

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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