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

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

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 66,883 shares of CGSD stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
66,883
Previous 64,411 3.84%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
N/A
2,472 Added 3.84%
66,883 $0
Q2 2024

Aug 09, 2024
BUY
N/A
3,199 Added 5.23%
64,411 $0
Q1 2024

May 08, 2024
SELL
N/A
-6,576 Reduced 9.7%
61,212 $0
Q4 2023

Feb 07, 2024
SELL
N/A
-11,268 Reduced 14.25%
67,788 $0
Q3 2023

Nov 07, 2023
SELL
N/A
-43,589 Reduced 35.54%
79,056 $0
Q2 2023

Aug 11, 2023
SELL
N/A
-11,700 Reduced 8.71%
122,645 $0
Q1 2023

Apr 28, 2023
BUY
N/A
134,345 New
134,345 $0

Others Institutions Holding CGSD

# of Institutions
99
Shares Held
21.7M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GRP CORE PLUS INCOME E

CGSD Quotes by TradingView
  • Ticker CGSD
More about CGSD
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email