Souders Financial Advisors Capital Group Core Equity ETF Transaction History

Souders Financial Advisors

$683 Million
Q3 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 747,042 shares of CGUS stock, worth $26.5 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares

747,042

Previous 753,795 0.9%

Holding current value

$26.5 Million

Previous $24.3 Million 5.34%

% of portfolio

3.75%

Previous 3.81%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$31.19 - $34.33 $210,626 - $231,830	-6,753 Reduced 0.9%	747,042 $25.6 Million
Q2 2024 Aug 28, 2024	BUY	$29.72 - $32.45 $421,221 - $459,913	14,173 Added 1.92%	753,795 $24.3 Million
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	$20.54 - $23.52 $3.24 Million - $3.71 Million	157,608 Added 93.69%	325,833 $7.32 Million
Q3 2022 Nov 10, 2022	BUY	$20.38 - $24.08 $3.43 Million - $4.05 Million	168,225 New	168,225 $3.43 Million

Others Institutions Holding CGUS

# of Institutions

267

Shares Held

69.3M

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