Avantax Advisory Services, Inc. Capital Grp Core Plus Income E Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 79,125 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
79,125
Previous 55,878 41.6%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
23,247 Added 41.6%
79,125 $0
Q1 2025

May 06, 2025
BUY
N/A
4,066 Added 7.85%
55,878 $0
Q4 2024

Feb 07, 2025
BUY
N/A
24,575 Added 90.23%
51,812 $0
Q3 2024

Nov 13, 2024
BUY
N/A
1,639 Added 6.4%
27,237 $0
Q2 2024

Aug 09, 2024
BUY
N/A
14,734 Added 135.62%
25,598 $0
Q1 2024

May 08, 2024
BUY
N/A
10,864 New
10,864 $0

Others Institutions Holding CGMS

# of Institutions
259
Shares Held
76.1M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GRP CORE PLUS INCOME E

CGMS Quotes by TradingView
  • Ticker CGMS
More about CGMS
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