Confluence Wealth Services, Inc. Capital Grp Core Plus Income E Transaction History
Confluence Wealth Services, Inc.
- $1.38 Billion
- Q4 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 128,800 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
128,800
Previous 96,999
32.78%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding CGMS
# of Institutions
212Shares Held
48.5MCall 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 Inc2.99MShares$00.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.91MShares$00.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.8MShares$00.0% of portfolio