5 T Wealth, LLC Capital Grp Core Plus Income E Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, 5 T Wealth, LLC holds 81,563 shares of CGMS stock, worth $0. This represents 1.22% of its overall portfolio holdings.

Number of Shares

81,563

Holding current value

% of portfolio

1.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	N/A	81,563 New	81,563 $2.23 Billion

Others Institutions Holding CGMS

# of Institutions

222

Shares Held

50.5M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

5.45M
Shares

$0
0.0% of portfolio
Morgan Stanley New York, NY

4.75M
Shares

$0
0.0% of portfolio
Envestnet Asset Management Inc

2.99M
Shares

$0
0.0% of portfolio
Great Valley Advisor Group, Inc.

2.05M
Shares

$0
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.91M
Shares

$0
0.0% of portfolio

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About CAPITAL GRP CORE PLUS INCOME E

Ticker CGMS

More about CGMS

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