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

Wealth Enhancement Advisory Services, LLC

  • $40.3 Billion
  • Q2 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 575,939 shares of CGUS stock, worth $18.6 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
575,939
Previous 588,264 2.1%
Holding current value
$18.6 Million
Previous $18.3 Million 1.33%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
248
Shares Held
58.8M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE EQUITY ETF

CGUS Quotes by TradingView
  • Ticker CGUS
More about CGUS
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