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 96,999 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
96,999
Previous 91,646 5.84%
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
Q3 2024

Oct 29, 2024

BUY
N/A
5,353 Added 5.84%
96,999 $0
Q2 2024

Jul 31, 2024

BUY
N/A
8,761 Added 10.57%
91,646 $0
Q1 2024

Apr 22, 2024

BUY
N/A
1,349 Added 1.65%
82,885 $0
Q4 2023

Jan 25, 2024

BUY
N/A
81,536 New
81,536 $0

Others Institutions Holding CGMS

About CAPITAL GRP CORE PLUS INCOME E


  • Ticker CGMS
More about CGMS
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