A detailed history of Fin Dec Wealth Services, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 7,739 shares of CGUS stock, worth $291,992. This represents 0.3% of its overall portfolio holdings.

Number of Shares
7,739
Previous 24,052 67.82%
Holding current value
$291,992
Previous $803 Million 64.43%
% of portfolio
0.3%
Previous 0.79%

Shares

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

Jul 24, 2025

SELL
$29.93 - $36.93 $488,248 - $602,439
-16,313 Reduced 67.82%
7,739 $286 Million
Q1 2025

May 15, 2025

SELL
$33.08 - $36.62 $5.27 Million - $5.84 Million
-159,394 Reduced 86.89%
24,052 $803 Million
Q4 2024

Feb 14, 2025

SELL
$33.96 - $36.24 $1.54 Million - $1.64 Million
-45,269 Reduced 19.79%
183,446 $6.42 Billion
Q3 2024

Nov 14, 2024

BUY
$31.19 - $34.33 $45,163 - $49,709
1,448 Added 0.64%
228,715 $7.84 Billion
Q2 2024

Jul 17, 2024

SELL
$29.72 - $32.45 $278,446 - $304,024
-9,369 Reduced 3.96%
227,267 $7.33 Billion
Q1 2024

May 13, 2024

SELL
$27.81 - $31.24 $57,677 - $64,791
-2,074 Reduced 0.87%
236,636 $7.37 Billion
Q4 2023

Feb 07, 2024

BUY
$24.27 - $28.43 $1.25 Million - $1.46 Million
51,350 Added 27.41%
238,710 $6.76 Billion
Q3 2023

Oct 19, 2023

BUY
$25.04 - $26.55 $60,722 - $64,383
2,425 Added 1.31%
187,360 $4.7 Billion
Q2 2023

Jul 19, 2023

SELL
$23.59 - $25.68 $30,549 - $33,255
-1,295 Reduced 0.7%
184,935 $4.75 Billion
Q1 2023

May 10, 2023

BUY
$22.32 - $24.22 $34,551 - $37,492
1,548 Added 0.84%
186,230 $4.41 Billion
Q4 2022

Jan 25, 2023

BUY
$20.54 - $23.52 $3.79 Million - $4.34 Million
184,682 New
184,682 $4.15 Billion

Others Institutions Holding CGUS

About CAPITAL GROUP CORE EQUITY ETF


  • Ticker CGUS
More about CGUS
Track This Portfolio

Track Fin Dec Wealth Services, Inc. Portfolio

Follow Fin Dec Wealth Services, Inc. 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 Fin Dec Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fin Dec Wealth Services, Inc. with notifications on news.