Concurrent Investment Advisors, LLC Capital Grp Core Plus Income E Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 155,094 shares of CGMS stock, worth $0. This represents 0.1% of its overall portfolio holdings.
Number of Shares
155,094
Previous 156,111
0.65%
Holding current value
$0
Previous $4.26 Billion
0.58%
% of portfolio
0.1%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding CGMS
# of Institutions
231Shares Held
53.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.45MShares$00.0% of portfolio
-
Morgan Stanley New York, NY4.75MShares$00.0% of portfolio
-
Envestnet Asset Management Inc3.64MShares$00.0% of portfolio
-
Great Valley Advisor Group, Inc.2.05MShares$00.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.91MShares$00.0% of portfolio