Holistic Planning, LLC Capital Group Core Equity ETF Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 11,224 shares of CGUS stock, worth $385,993. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,224
Previous 12,824 12.48%
Holding current value
$385,993
Previous $400 Million 3.71%
% of portfolio
0.16%
Previous 0.31%

Shares

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

Nov 01, 2024
SELL
$31.19 - $34.33 $49,904 - $54,928
-1,600 Reduced 12.48%
11,224 $385 Million
Q1 2024

May 01, 2024
SELL
$27.81 - $31.24 $41,715 - $46,860
-1,500 Reduced 10.47%
12,824 $400 Million
Q4 2023

Feb 14, 2024
BUY
$24.27 - $28.43 $347,643 - $407,231
14,324 New
14,324 $405 Million

Others Institutions Holding CGUS

# of Institutions
260
Shares Held
61.6M
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
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, 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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email