Western Wealth Management, LLC Capital Group Core Equity ETF Transaction History

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Western Wealth Management, LLC holds 116,511 shares of CGUS stock, worth $4.14 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
116,511
Previous 17,610 561.62%
Holding current value
$4.14 Million
Previous $567,000 604.23%
% of portfolio
0.23%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$31.19 - $34.33 $3.08 Million - $3.4 Million
98,901 Added 561.62%
116,511 $3.99 Million
Q2 2024

Jul 19, 2024
BUY
$29.72 - $32.45 $523,369 - $571,444
17,610 New
17,610 $567,000
Q4 2023

Jan 31, 2024
BUY
$24.27 - $28.43 $849 - $995
35 Added 0.4%
8,870 $251,000
Q3 2023

Nov 07, 2023
BUY
$25.04 - $26.55 $1,752 - $1,858
70 Added 0.8%
8,835 $221,000
Q2 2023

Aug 30, 2023
BUY
$23.59 - $25.68 $1,179 - $1,284
50 Added 0.57%
8,765 $225,000
Q1 2023

Aug 30, 2023
BUY
$22.32 - $24.22 $194,518 - $211,077
8,715 New
8,715 $206,000

Others Institutions Holding CGUS

# of Institutions
267
Shares Held
69.3M
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 Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, 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 Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email