Wealth Enhancement Advisory Services, LLC Capital Group Core Equity ETF Transaction History

Wealth Enhancement Advisory Services, LLC

$44.5 Billion
Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 562,662 shares of CGUS stock, worth $19.7 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

562,662

Previous 575,939 2.31%

Holding current value

$19.7 Million

Previous $18.6 Million 3.84%

% of portfolio

0.04%

Previous 0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$31.19 - $34.33 $414,109 - $455,799	-13,277 Reduced 2.31%	562,662 $19.3 Million
Q2 2024 Jul 16, 2024	SELL	$29.72 - $32.45 $366,299 - $399,946	-12,325 Reduced 2.1%	575,939 $18.6 Million
Q1 2024 Apr 15, 2024	BUY	$27.81 - $31.24 $189,052 - $212,369	6,798 Added 1.17%	588,264 $18.3 Million
Q4 2023 Jan 30, 2024	BUY	$24.27 - $28.43 $1.27 Million - $1.49 Million	52,425 Added 9.91%	581,466 $16.5 Million
Q3 2023 Nov 13, 2023	BUY	$25.04 - $26.55 $13.2 Million - $14 Million	529,041 New	529,041 $13.3 Million

Others Institutions Holding CGUS

# of Institutions

266

Shares Held

69.3M

Call Options Held

Put Options Held

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Capital Group Core Equity ETF Transaction History