Holistic Planning, LLC Capital Group Core Equity ETF Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

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 10,751 shares of CGUS stock, worth $354,030. This represents 0.12% of its overall portfolio holdings.

Number of Shares
10,751
Previous 10,624 1.2%
Holding current value
$354,030
Previous $372 Million 3.35%
% of portfolio
0.12%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$33.08 - $36.62 $4,201 - $4,650
127 Added 1.2%
10,751 $359 Million
Q4 2024

Jan 24, 2025
SELL
$33.96 - $36.24 $20,376 - $21,744
-600 Reduced 5.35%
10,624 $372 Million
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
317
Shares Held
90.9M
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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