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

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 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 86,113 shares of CGUS stock, worth $3.45 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
86,113
Previous 61,458 40.12%
Holding current value
$3.45 Million
Previous $2.05 Million 54.97%
% of portfolio
0.32%
Previous 0.24%

Shares

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

Aug 11, 2025
BUY
$29.93 - $36.93 $737,924 - $910,509
24,655 Added 40.12%
86,113 $3.18 Million
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
348
Shares Held
113M
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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