Concurrent Investment Advisors, LLC Capital Grp Core Plus Income E Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
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 167,596 shares of CGMS stock, worth $0. This represents 0.14% of its overall portfolio holdings.
Number of Shares
167,596
Previous 168,735
0.68%
Holding current value
$0
Previous $4.54 Billion
2.72%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding CGMS
# of Institutions
157Shares Held
24.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.93MShares$00.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.89MShares$00.0% of portfolio
-
Commonwealth Equity Services, LLC1.53MShares$00.06% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.29MShares$00.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.28MShares$00.0% of portfolio