Lodestone Wealth Management LLC Capital Group Core Equity ETF Transaction History

Lodestone Wealth Management LLC

  • $200 Billion
  • Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 61,132 shares of CGUS stock, worth $2.14 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
61,132
Previous 44,564 37.18%
Holding current value
$2.14 Million
Previous $1.44 Billion 45.81%
% of portfolio
1.05%
Previous 0.76%

Shares

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

Oct 29, 2024
BUY
$31.19 - $34.33 $516,755 - $568,779
16,568 Added 37.18%
61,132 $2.1 Billion
Q2 2024

Jul 16, 2024
BUY
$29.72 - $32.45 $79,590 - $86,901
2,678 Added 6.39%
44,564 $1.44 Billion
Q1 2024

Apr 30, 2024
BUY
$27.81 - $31.24 $89,214 - $100,217
3,208 Added 8.29%
41,886 $1.31 Billion
Q4 2023

Jan 24, 2024
BUY
$24.27 - $28.43 $46,088 - $53,988
1,899 Added 5.16%
38,678 $1.09 Billion
Q3 2023

Oct 20, 2023
BUY
$25.04 - $26.55 $329,301 - $349,159
13,151 Added 55.66%
36,779 $924 Million
Q2 2023

Jul 25, 2023
BUY
$23.59 - $25.68 $557,384 - $606,767
23,628 New
23,628 $607 Million

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
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