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
Others Institutions Holding CGMS
# of Institutions
218Shares Held
50MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.45MShares$00.0% of portfolio
-
Morgan Stanley New York, NY4.75MShares$00.0% of portfolio
-
Envestnet Asset Management Inc2.99MShares$00.0% of portfolio
-
Great Valley Advisor Group, Inc.2.05MShares$00.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.91MShares$00.0% of portfolio