Eq Wealth Advisors, LLC Capital Grp Core Plus Income E Transaction History

Eq Wealth Advisors, LLC

  • $152 Billion
  • Q3 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 522,997 shares of CGMS stock, worth $0. This represents 9.54% of its overall portfolio holdings.

Number of Shares
522,997
Previous 483,678 8.13%
Holding current value
$0
Previous $13.4 Billion 8.64%
% of portfolio
9.54%
Previous 9.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
N/A
39,319 Added 8.13%
522,997 $14.5 Billion
Q2 2025

Jul 28, 2025
BUY
N/A
58,882 Added 13.86%
483,678 $13.4 Billion
Q1 2025

Apr 22, 2025
BUY
N/A
40,737 Added 10.61%
424,796 $11.6 Billion
Q4 2024

Jan 24, 2025
BUY
N/A
384,059 New
384,059 $10.5 Billion

Others Institutions Holding CGMS

# of Institutions
262
Shares Held
77.3M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GRP CORE PLUS INCOME E

CGMS Quotes by TradingView
  • Ticker CGMS
More about CGMS
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