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

Beta Wealth Group, Inc.

  • $184 Million
  • Q2 2025

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 493,239 shares of CGSD stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
493,239
Previous 498,556 1.07%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 08, 2025
SELL
N/A
-5,317 Reduced 1.07%
493,239 $0
Q1 2025

May 08, 2025
BUY
N/A
197,170 Added 65.42%
498,556 $0
Q4 2024

Jan 31, 2025
BUY
N/A
13,271 Added 4.61%
301,386 $0
Q3 2024

Nov 01, 2024
BUY
N/A
288,115 New
288,115 $0

Others Institutions Holding CGSD

# of Institutions
151
Shares Held
37.1M
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
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