Blue Stem Wealth Partners, LLC Capital Grp Core Plus Income E Transaction History
Blue Stem Wealth Partners, LLC
- $814 Billion
- Q2 2025
A detailed history of Blue Stem Wealth Partners, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 747,841 shares of CGMS stock, worth $0. This represents 2.54% of its overall portfolio holdings.
Number of Shares
747,841
Previous 705,150
6.05%
Holding current value
$0
Previous $19.3 Billion
7.3%
% of portfolio
2.54%
Previous 2.63%
Shares
2 transactions
Others Institutions Holding CGMS
# of Institutions
259Shares Held
76.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.94MShares$00.0% of portfolio
-
Morgan Stanley New York, NY5.6MShares$00.0% of portfolio
-
Envestnet Asset Management Inc4.24MShares$00.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.98MShares$00.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.78MShares$00.0% of portfolio