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

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 9,369 shares of CGUS stock, worth $314,798. This represents 0.23% of its overall portfolio holdings.

Number of Shares
9,369
Previous 9,534 1.73%
Holding current value
$314,798
Previous $297 Million 1.71%
% of portfolio
0.23%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$29.72 - $32.45 $4,903 - $5,354
-165 Reduced 1.73%
9,369 $302 Million
Q1 2024

May 17, 2024
SELL
$27.81 - $31.24 $1,390 - $1,562
-50 Reduced 0.52%
9,534 $297 Million
Q4 2023

Feb 01, 2024
BUY
$24.27 - $28.43 $1,577 - $1,847
65 Added 0.68%
9,584 $271 Million
Q1 2023

May 15, 2023
BUY
$22.32 - $24.22 $212,464 - $230,550
9,519 New
9,519 $229 Million
Q4 2022

Nov 17, 2023
SELL
$20.54 - $23.52 $1,725 - $1,975
-84 Reduced 0.88%
9,435 $212 Million

Others Institutions Holding CGUS

# of Institutions
248
Shares Held
58.8M
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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