Reuter James Wealth Management, LLC Capital Group Core Equity ETF Transaction History

Reuter James Wealth Management, LLC

  • $552 Million
  • Q1 2025

A detailed history of Reuter James Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 19,193 shares of CGUS stock, worth $632,025. This represents 0.12% of its overall portfolio holdings.

Number of Shares
19,193
Previous 15,597 23.06%
Holding current value
$632,025
Previous $545,000 17.06%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Apr 14, 2025
BUY
$33.08 - $36.62 $118,955 - $131,685
3,596 Added 23.06%
19,193 $638,000
Q4 2024

Jan 24, 2025
BUY
$33.96 - $36.24 $56,000 - $59,759
1,649 Added 11.82%
15,597 $545,000
Q3 2024

Nov 08, 2024
BUY
$31.19 - $34.33 $435,038 - $478,834
13,948 New
13,948 $478,000

Others Institutions Holding CGUS

# of Institutions
317
Shares Held
90.9M
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 Reuter James Wealth Management, LLC Portfolio

Follow Reuter James Wealth Management, 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 Reuter James Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reuter James Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email