Forthright Family Wealth Advisory LLC Capital Grp Core Plus Income E Transaction History

Forthright Family Wealth Advisory LLC

  • $138 Million
  • Q4 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 114,585 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
114,585
Previous 85,184 34.51%
Holding current value
$0
Previous $2.36 Billion 100.0%
% of portfolio
0.0%
Previous 1.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 03, 2025
BUY
N/A
29,401 Added 34.51%
114,585 $0
Q3 2024

Dec 09, 2024
BUY
N/A
85,184 New
85,184 $2.36 Billion

Others Institutions Holding CGMS

# of Institutions
219
Shares Held
50.4M
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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