Wr Wealth Planners, LLC Capital Group Core Equity ETF Transaction History

Wr Wealth Planners, LLC

  • $318 Million
  • Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 33,317 shares of CGUS stock, worth $1.12 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
33,317
Previous 26,662 24.96%
Holding current value
$1.12 Million
Previous $830,000 29.4%
% of portfolio
0.34%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$29.72 - $32.45 $197,786 - $215,954
6,655 Added 24.96%
33,317 $1.07 Million
Q1 2024

Jul 31, 2024
BUY
$27.81 - $31.24 $741,470 - $832,920
26,662 New
26,662 $830,000
Q3 2023

Aug 01, 2024
BUY
$25.04 - $26.55 $12,645 - $13,407
505 Added 46.42%
1,593 $40 Million
Q2 2023

Aug 01, 2024
SELL
$23.59 - $25.68 $760,282 - $827,640
-32,229 Reduced 96.73%
1,088 $27.9 Million
Q1 2023

Aug 01, 2024
SELL
$22.32 - $24.22 $733,859 - $796,329
-32,879 Reduced 98.69%
438 $10.4 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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