CAPITAL GROUP CORE EQUITY ET

Ticker: CGUS CUSIP: 14020V108 Class: SHS CREATION UNI

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

Note: Option positions (PUT/CALL) are excluded.

Q2 2024
Shares 22,665 Value ($000) $731 Avg Close — Range —
Q1 2024
Shares 28,770 Value ($000) $896 Avg Close — Range —
Q4 2023
Shares 24,690 Value ($000) $699 Avg Close — Range —
Q3 2023
Shares 21,230 Value ($000) $533 Avg Close — Range —
Q2 2023
Shares 13,490 Value ($000) $346 Avg Close — Range —
Q1 2023
Shares 14,390 Value ($000) $341 Avg Close — Range —
Q4 2022
Shares 10,670 Value ($000) $240 Avg Close — Range —