Marshall & Sterling Wealth Advisors Inc. Capital Group Core Equity ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 2,099 shares of CGUS stock, worth $82,616. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,099
Previous 1,757 19.46%
Holding current value
$82,616
Previous $58.7 Million 32.09%
% of portfolio
0.05%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$29.93 - $36.93 $10,236 - $12,630
342 Added 19.46%
2,099 $77.5 Million
Q1 2025

May 15, 2025
BUY
$33.08 - $36.62 $58,121 - $64,341
1,757 New
1,757 $58.7 Million

Others Institutions Holding CGUS

# of Institutions
347
Shares Held
116M
Call Options Held
16.3K
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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