A detailed history of Gladstone Institutional Advisory LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 8,656 shares of CGUS stock, worth $299,843. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,656
Previous 6,814 27.03%
Holding current value
$299,843
Previous $219,000 35.16%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 28, 2024

BUY
$31.19 - $34.33 $57,451 - $63,235
1,842 Added 27.03%
8,656 $296,000
Q2 2024

Aug 02, 2024

BUY
$29.72 - $32.45 $202,512 - $221,114
6,814 New
6,814 $219,000

Others Institutions Holding CGUS

About CAPITAL GROUP CORE EQUITY ETF


  • Ticker CGUS
More about CGUS
Track This Portfolio

Track Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory 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 Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.