Octavia Wealth Advisors, LLC Capital Group Core Equity ETF Transaction History

Octavia Wealth Advisors, LLC

  • $822 Million
  • Q4 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 11,765 shares of CGUS stock, worth $395,539. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,765
Previous 11,748 0.14%
Holding current value
$395,539
Previous $402,000 2.24%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$33.96 - $36.24 $577 - $616
17 Added 0.14%
11,765 $411,000
Q3 2024

Oct 10, 2024
BUY
$31.19 - $34.33 $2,557 - $2,815
82 Added 0.7%
11,748 $402,000
Q2 2024

Aug 01, 2024
BUY
$29.72 - $32.45 $24,102 - $26,316
811 Added 7.47%
11,666 $376,000
Q1 2024

Apr 15, 2024
SELL
$27.81 - $31.24 $8,760 - $9,840
-315 Reduced 2.82%
10,855 $338,000
Q4 2023

Jan 30, 2024
BUY
$24.27 - $28.43 $271,095 - $317,563
11,170 New
11,170 $316,000

Others Institutions Holding CGUS

# of Institutions
309
Shares Held
86.8M
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
Track This Portfolio

Track Octavia Wealth Advisors, LLC Portfolio

Follow Octavia Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email