Souders Financial Advisors Capital Group Core Equity ETF Transaction History

Souders Financial Advisors

$610 Million
Q1 2024

A detailed history of Souders Financial Advisors transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Souders Financial Advisors holds 739,622 shares of CGUS stock, worth $24.3 Million. This represents 3.78% of its overall portfolio holdings.

Number of Shares

739,622

Previous 719,623 2.78%

Holding current value

$24.3 Million

Previous $20.4 Million 13.16%

% of portfolio

3.78%

Previous 3.62%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$27.81 - $31.24 $556,172 - $624,768	19,999 Added 2.78%	739,622 $23 Million
Q4 2023 Jan 24, 2024	BUY	$24.27 - $28.43 $1.23 Million - $1.44 Million	50,659 Added 7.57%	719,623 $20.4 Million
Q3 2023 Nov 06, 2023	SELL	$25.04 - $26.55 $181,164 - $192,089	-7,235 Reduced 1.07%	668,964 $16.8 Million
Q2 2023 Aug 09, 2023	BUY	$23.59 - $25.68 $6.42 Million - $6.98 Million	271,944 Added 67.27%	676,199 $17.4 Million
Q1 2023 May 09, 2023	BUY	$22.32 - $24.22 $1.75 Million - $1.9 Million	78,422 Added 24.07%	404,255 $9.58 Million

Q4 2022 Feb 13, 2023	BUY	$21.62 - $23.52 $3.41 Million - $3.71 Million	157,608 Added 93.69%	325,833 $7.32 Million
Q3 2022 Nov 10, 2022	BUY	$21.0 - $24.08 $3.53 Million - $4.05 Million	168,225 New	168,225 $3.43 Million

Others Institutions Holding CGUS

# of Institutions

206

Shares Held

47.6M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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Souders Financial Advisors Capital Group Core Equity ETF Transaction History