Wealthsource Partners, LLC Capital Group Core Equity ETF Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 10,717 shares of CGUS stock, worth $425,357. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,717
Previous 10,717 -0.0%
Holding current value
$425,357
Previous $269,000 12.64%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
SELL
$25.04 - $26.55 $21,584 - $22,886
-862 Reduced 7.44%
10,717 $269,000
Q2 2023

Aug 14, 2023
BUY
$23.59 - $25.68 $36,753 - $40,009
1,558 Added 15.55%
11,579 $297,000
Q1 2023

May 15, 2023
BUY
$22.32 - $24.22 $223,668 - $242,708
10,021 New
10,021 $237,000

Others Institutions Holding CGUS

# of Institutions
371
Shares Held
137M
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
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email