Perennial Investment Advisors, LLC Capital Group Core Equity ETF Transaction History

Perennial Investment Advisors, LLC

  • $862 Million
  • Q1 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 61,458 shares of CGUS stock, worth $2.35 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
61,458
Previous 36,974 66.22%
Holding current value
$2.35 Million
Previous $1.29 Million 58.82%
% of portfolio
0.24%
Previous 0.16%

Shares

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

May 15, 2025
BUY
$33.08 - $36.62 $809,930 - $896,604
24,484 Added 66.22%
61,458 $2.05 Million
Q4 2024

Feb 12, 2025
BUY
$33.96 - $36.24 $1.26 Million - $1.34 Million
36,974 New
36,974 $1.29 Million

Others Institutions Holding CGUS

# of Institutions
340
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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