Ever Source Wealth Advisors, LLC Capital Group Core Plus Income Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 31,620 shares of CGMU stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
31,620
Previous 50,388 37.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
SELL
N/A
-18,768 Reduced 37.25%
31,620 $0
Q1 2025

May 13, 2025
BUY
N/A
22,355 Added 79.75%
50,388 $0
Q4 2024

Feb 07, 2025
BUY
N/A
4,508 Added 19.16%
28,033 $0
Q3 2024

Nov 08, 2024
BUY
N/A
19,134 Added 435.75%
23,525 $0
Q2 2024

Aug 13, 2024
BUY
N/A
4,391 New
4,391 $0

Others Institutions Holding CGMU

# of Institutions
237
Shares Held
109M
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 Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email