Ever Source Wealth Advisors, LLC Capital Group Core Equity ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 26,464 shares of CGUS stock, worth $860,080. This represents 0.07% of its overall portfolio holdings.

Number of Shares
26,464
Previous 22,157 19.44%
Holding current value
$860,080
Previous $690,000 19.42%
% of portfolio
0.07%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024
BUY
$27.81 - $31.24 $119,777 - $134,550
4,307 Added 19.44%
26,464 $824,000
Q4 2023

Feb 09, 2024
BUY
$24.27 - $28.43 $5,946 - $6,965
245 Added 1.12%
22,157 $627,000
Q3 2023

Nov 03, 2023
BUY
$25.04 - $26.55 $163,110 - $172,946
6,514 Added 42.3%
21,912 $550,000
Q2 2023

Aug 04, 2023
BUY
$23.59 - $25.68 $10,497 - $11,427
445 Added 2.98%
15,398 $395,000
Q1 2023

May 11, 2023
BUY
$22.32 - $24.22 $12,276 - $13,321
550 Added 3.82%
14,953 $354,000
Q4 2022

Feb 09, 2023
BUY
$21.62 - $23.52 $225,820 - $245,666
10,445 Added 263.9%
14,403 $323,000
Q3 2022

Nov 07, 2022
BUY
$21.0 - $24.08 $83,118 - $95,308
3,958 New
3,958 $81,000

Others Institutions Holding CGUS

# of Institutions
205
Shares Held
47.6M
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
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