5 T Wealth, LLC Capital Grp Core Plus Income E Transaction History
5 T Wealth, LLC
- $229 Billion
- Q3 2025
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 91,380 shares of CGMS stock, worth $0. This represents 1.11% of its overall portfolio holdings.
Number of Shares
91,380
              Previous 75,557
              
        
           20.94%
        
      
          
        Holding current value
$0
            Previous $2.09 Billion
            
        
           21.51%
        
      
          
        % of portfolio
1.11%
            Previous 0.99%
          
        Shares
	  4 transactions
	
  Others Institutions Holding CGMS
# of Institutions
260Shares Held
77MCall Options Held
0Put Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC9.94MShares$00.0% of portfolio
- 
    
      Morgan Stanley New York, NY5.6MShares$00.0% of portfolio
- 
    
      Envestnet Asset Management Inc4.24MShares$00.0% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL3.98MShares$00.0% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA2.78MShares$00.0% of portfolio