Fullcircle Wealth LLC Capital Grp Core Plus Income E Transaction History
Fullcircle Wealth LLC
- $244 Billion
- Q4 2024
A detailed history of Fullcircle Wealth LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Fullcircle Wealth LLC holds 101,035 shares of CGMS stock, worth $0. This represents 1.14% of its overall portfolio holdings.
Number of Shares
101,035
Previous 91,778
10.09%
Holding current value
$0
Previous $2.53 Billion
10.05%
% of portfolio
1.14%
Previous 1.13%
Shares
3 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