Envision Financial Planning, LLC Capital Group Core Plus Income Transaction History

Envision Financial Planning, LLC

  • $214 Billion
  • Q2 2025

A detailed history of Envision Financial Planning, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Envision Financial Planning, LLC holds 118,946 shares of CGMU stock, worth $0. This represents 1.48% of its overall portfolio holdings.

Number of Shares
118,946
Previous 40,084 196.74%
Holding current value
$0
Previous $1.08 Billion 195.31%
% of portfolio
1.48%
Previous 0.55%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
78,862 Added 196.74%
118,946 $3.17 Billion
Q1 2025

May 14, 2025
BUY
N/A
1,728 Added 4.51%
40,084 $1.08 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
38,356 New
38,356 $1.03 Billion

Others Institutions Holding CGMU

# of Institutions
233
Shares Held
108M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE PLUS INCOME

CGMU Quotes by TradingView
  • Ticker CGMU
More about CGMU
Track This Portfolio

Track Envision Financial Planning, LLC Portfolio

Follow Envision Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envision Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Envision Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email