Mark Sheptoff Financial Planning, LLC Capital Group Core Equity ETF Transaction History

Mark Sheptoff Financial Planning, LLC

  • $186 Million
  • Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 1,179 shares of CGUS stock, worth $42,679. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,179
Previous 6,469 81.77%
Holding current value
$42,679
Previous $208,000 80.77%
% of portfolio
0.02%
Previous 0.12%

Shares

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

Nov 14, 2024
SELL
$31.19 - $34.33 $164,995 - $181,605
-5,290 Reduced 81.77%
1,179 $40,000
Q2 2024

Aug 12, 2024
BUY
$29.72 - $32.45 $9,777 - $10,676
329 Added 5.36%
6,469 $208,000
Q1 2024

May 10, 2024
BUY
$27.81 - $31.24 $23,638 - $26,554
850 Added 16.07%
6,140 $191,000
Q3 2023

Nov 09, 2023
BUY
$25.04 - $26.55 $132,461 - $140,449
5,290 New
5,290 $132,000

Others Institutions Holding CGUS

# of Institutions
291
Shares Held
78M
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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