Winch Advisory Services, LLC Capital Group Core Equity ETF Transaction History

Winch Advisory Services, LLC

  • $364 Million
  • Q4 2024

A detailed history of Winch Advisory Services, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Winch Advisory Services, LLC holds 1,186 shares of CGUS stock, worth $40,110. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,186
Previous 1,181 0.42%
Holding current value
$40,110
Previous $40,000 2.5%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$33.96 - $36.24 $169 - $181
5 Added 0.42%
1,186 $41,000
Q3 2024

Oct 21, 2024
BUY
$31.19 - $34.33 $31 - $34
1 Added 0.08%
1,181 $40,000
Q2 2024

Jul 31, 2024
BUY
$29.72 - $32.45 $59 - $64
2 Added 0.17%
1,180 $38,000
Q4 2023

Jan 18, 2024
BUY
$24.27 - $28.43 $18,153 - $21,265
748 Added 173.95%
1,178 $33,000
Q1 2023

May 10, 2023
BUY
$22.32 - $24.22 $9,597 - $10,414
430 New
430 $10,000

Others Institutions Holding CGUS

# of Institutions
309
Shares Held
86.8M
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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