A detailed history of Silverlake Wealth Management LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Silverlake Wealth Management LLC holds 14,709 shares of CGUS stock, worth $515,550. This represents 0.19% of its overall portfolio holdings.

Number of Shares
14,709
Previous 13,990 5.14%
Holding current value
$515,550
Previous $451 Million 11.76%
% of portfolio
0.19%
Previous 0.19%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$31.19 - $34.33 $22,425 - $24,683
719 Added 5.14%
14,709 $504 Million
Q2 2024

Aug 02, 2024

SELL
$29.72 - $32.45 $1,159 - $1,265
-39 Reduced 0.28%
13,990 $451 Million
Q1 2024

Apr 18, 2024

SELL
$27.81 - $31.24 $50,808 - $57,075
-1,827 Reduced 11.52%
14,029 $437 Million
Q4 2023

Jan 22, 2024

BUY
$24.27 - $28.43 $3,130 - $3,667
129 Added 0.82%
15,856 $449 Million
Q3 2023

Oct 10, 2023

BUY
$25.04 - $26.55 $20,958 - $22,222
837 Added 5.62%
15,727 $395 Million
Q2 2023

Jul 25, 2023

SELL
$23.59 - $25.68 $589 - $642
-25 Reduced 0.17%
14,890 $382 Million
Q1 2023

Apr 12, 2023

BUY
$22.32 - $24.22 $17,967 - $19,497
805 Added 5.71%
14,915 $353 Million
Q4 2022

Feb 15, 2023

BUY
$20.54 - $23.52 $289,819 - $331,867
14,110 New
14,110 $317 Million
Q3 2022

Apr 06, 2023

BUY
$20.38 - $24.08 $6,847 - $8,090
336 Added 2.6%
13,256 $270 Million
Q2 2022

Apr 06, 2023

SELL
$21.17 - $26.03 $25,192 - $30,975
-1,190 Reduced 8.43%
12,920 $280 Million

Others Institutions Holding CGUS

About CAPITAL GROUP CORE EQUITY ETF


  • Ticker CGUS
More about CGUS
Track This Portfolio

Track Silverlake Wealth Management LLC Portfolio

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

News

Stay updated on Silverlake Wealth Management LLC with notifications on news.