Independent Wealth Network Inc. Capital Group Core Equity ETF Transaction History

Independent Wealth Network Inc.

  • $218 Million
  • Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 20,589 shares of CGUS stock, worth $730,703. This represents 0.32% of its overall portfolio holdings.

Number of Shares
20,589
Previous 16,868 22.06%
Holding current value
$730,703
Previous $543,000 29.83%
% of portfolio
0.32%
Previous 0.26%

Shares

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

Oct 15, 2024
BUY
$31.19 - $34.33 $116,057 - $127,741
3,721 Added 22.06%
20,589 $705,000
Q2 2024

Jul 18, 2024
BUY
$29.72 - $32.45 $148,718 - $162,379
5,004 Added 42.18%
16,868 $543,000
Q1 2024

May 20, 2024
BUY
$27.81 - $31.24 $329,937 - $370,631
11,864 New
11,864 $369,000

Others Institutions Holding CGUS

# of Institutions
267
Shares Held
69.3M
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 Independent Wealth Network Inc. Portfolio

Follow Independent Wealth Network 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 Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email