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

Octavia Wealth Advisors, LLC

  • $818 Million
  • Q1 2025

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 11,599 shares of CGUS stock, worth $434,498. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,599
Previous 11,765 1.41%
Holding current value
$434,498
Previous $411,000 6.08%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$33.08 - $36.62 $5,491 - $6,078
-166 Reduced 1.41%
11,599 $386,000
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
335
Shares Held
103M
Call Options Held
42.7K
Put Options Held
1.4K
View Full List

About CAPITAL GROUP CORE EQUITY ETF

CGUS Quotes by TradingView
  • Ticker CGUS
More about CGUS
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