A detailed history of Concurrent Investment Advisors, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 155,094 shares of CGMS stock, worth $0. This represents 0.1% of its overall portfolio holdings.

Number of Shares
155,094
Previous 156,111 0.65%
Holding current value
$0
Previous $4.26 Billion 0.58%
% of portfolio
0.1%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025

SELL
N/A
-1,017 Reduced 0.65%
155,094 $4.23 Billion
Q4 2024

Feb 03, 2025

SELL
N/A
-11,485 Reduced 6.85%
156,111 $4.26 Billion
Q3 2024

Oct 30, 2024

SELL
N/A
-1,139 Reduced 0.68%
167,596 $4.67 Billion
Q2 2024

Jul 30, 2024

BUY
N/A
168,735 New
168,735 $4.54 Billion

Others Institutions Holding CGMS

About CAPITAL GRP CORE PLUS INCOME E


  • Ticker CGMS
More about CGMS
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