Kestra Private Wealth Services, LLC Capital Group Core Equity ETF Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 26,686 shares of CGUS stock, worth $974,039. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,686
Previous 18,711 42.62%
Holding current value
$974,039
Previous $641,000 45.55%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$33.96 - $36.24 $270,831 - $289,014
7,975 Added 42.62%
26,686 $933,000
Q3 2024

Nov 13, 2024
BUY
$31.19 - $34.33 $191,444 - $210,717
6,138 Added 48.82%
18,711 $641,000
Q2 2024

Aug 12, 2024
BUY
$29.72 - $32.45 $145,568 - $158,940
4,898 Added 63.82%
12,573 $405,000
Q1 2024

May 02, 2024
BUY
$27.81 - $31.24 $213,441 - $239,767
7,675 New
7,675 $239,000

Others Institutions Holding CGUS

# of Institutions
281
Shares Held
71.4M
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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