Beta Wealth Group, Inc. Capital Grp Core Plus Income E Transaction History

Beta Wealth Group, Inc.

$203 Million
Q3 2024

A detailed history of Beta Wealth Group, Inc. transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 288,115 shares of CGSD stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

288,115

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	N/A	288,115 New	288,115 $0

Others Institutions Holding CGSD

# of Institutions

Shares Held

21.7M

Call Options Held

Put Options Held

International Assets Investment Management, LLC Orlando, FL

3.59M
Shares

$0
0.38% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

2.18M
Shares

$0
0.0% of portfolio
Commonwealth Equity Services, LLC

1.47M
Shares

$0
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

1.35M
Shares

$0
0.0% of portfolio
Mc Ilrath & Eck, LLC

1.25M
Shares

$0
0.0% of portfolio

View Full List

About CAPITAL GRP CORE PLUS INCOME E

Ticker CGSD

More about CGSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Account