Kingsview Wealth Management, LLC Capital Group Core Equity ETF Transaction History

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 7,270 shares of CGUS stock, worth $263,828. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,270
Previous 6,560 10.82%
Holding current value
$263,828
Previous $224,000 13.39%
% of portfolio
0.01%
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 $24,111 - $25,730
710 Added 10.82%
7,270 $254,000
Q3 2024

Nov 12, 2024
SELL
$31.19 - $34.33 $293,934 - $323,525
-9,424 Reduced 58.96%
6,560 $224,000
Q2 2024

Aug 14, 2024
BUY
$29.72 - $32.45 $27,907 - $30,470
939 Added 6.24%
15,984 $515,000
Q1 2024

May 09, 2024
BUY
$27.81 - $31.24 $418,401 - $470,005
15,045 New
15,045 $468,000

Others Institutions Holding CGUS

# of Institutions
306
Shares Held
85.5M
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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