Confluence Wealth Services, Inc. Capital Grp Core Plus Income E Transaction History
Confluence Wealth Services, Inc.
- $1.68 Billion
- Q2 2025
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 38,086 shares of CGSD stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
38,086
Previous 37,850
0.62%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CGSD
# of Institutions
151Shares Held
36.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.35MShares$00.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.96MShares$00.0% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA2.24MShares$00.0% of portfolio
-
Commonwealth Equity Services, LLC2.02MShares$00.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.84MShares$00.0% of portfolio