Balboa Wealth Partners Capital Grp Core Plus Income E Transaction History

Balboa Wealth Partners

$310 Million
Q1 2024

A detailed history of Balboa Wealth Partners transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Balboa Wealth Partners holds 11,302 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,302

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	N/A	11,302 New	11,302 $0

Others Institutions Holding CGMS

# of Institutions

103

Shares Held

13.2M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.32M
Shares

$0
0.0% of portfolio
Commonwealth Equity Services, LLC

970K
Shares

$0
0.04% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

725K
Shares

$0
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

594K
Shares

$0
0.0% of portfolio
Winch Advisory Services, LLC Appleton, WI

553K
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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