Trilogy Capital Inc. Capital Group Core Equity ETF Transaction History

Trilogy Capital Inc.

$1.92 Billion
Q3 2024

A detailed history of Trilogy Capital Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Trilogy Capital Inc. holds 11,698 shares of CGUS stock, worth $415,746. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,698

Holding current value

$415,746

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 18, 2024	BUY	$31.19 - $34.33 $364,860 - $401,592	11,698 New	11,698 $401,000

Others Institutions Holding CGUS

# of Institutions

260

Shares Held

62.4M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

6.67M
Shares

$237 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

4.91M
Shares

$175 Million
0.08% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

3.62M
Shares

$129 Million
1.22% of portfolio
Raymond James & Associates St Petersburg, FL

2.61M
Shares

$92.8 Million
0.06% of portfolio
Northwestern Mutual Wealth Management CO

2.47M
Shares

$87.9 Million
0.08% of portfolio

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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Trilogy Capital Inc. Capital Group Core Equity ETF Transaction History