Swisher Financial Concepts, Inc. Capital Group Core Equity ETF Transaction History

Swisher Financial Concepts, Inc.

$81.2 Million
Q4 2024

A detailed history of Swisher Financial Concepts, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 11,630 shares of CGUS stock, worth $393,559. This represents 0.5% of its overall portfolio holdings.

Number of Shares

11,630

Previous 36,218 67.89%

Holding current value

$393,559

Previous $1.23 Million 66.94%

% of portfolio

0.5%

Previous 0.77%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$33.96 - $36.24 $835,008 - $891,069	-24,588 Reduced 67.89%	11,630 $406,000
Q3 2024 Nov 05, 2024	BUY	$31.19 - $34.33 $172,387 - $189,741	5,527 Added 18.01%	36,218 $1.23 Million
Q2 2024 Jul 22, 2024	BUY	$29.72 - $32.45 $251,639 - $274,754	8,467 Added 38.1%	30,691 $997,000
Q1 2024 Apr 23, 2024	BUY	$27.81 - $31.24 $119,916 - $134,706	4,312 Added 24.07%	22,224 $686,000
Q4 2023 Feb 13, 2024	BUY	$24.27 - $28.43 $434,724 - $509,238	17,912 New	17,912 $506,000

Others Institutions Holding CGUS

# of Institutions

309

Shares Held

86.8M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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Swisher Financial Concepts, Inc. Capital Group Core Equity ETF Transaction History