Gutierrez Wealth Advisory, LLC Capital Group Core Plus Income Transaction History

Gutierrez Wealth Advisory, LLC

  • $149 Billion
  • Q2 2025

A detailed history of Gutierrez Wealth Advisory, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Gutierrez Wealth Advisory, LLC holds 243,694 shares of CGMU stock, worth $0. This represents 4.36% of its overall portfolio holdings.

Number of Shares
243,694
Previous 336,418 27.56%
Holding current value
$0
Previous $9.02 Billion 27.91%
% of portfolio
4.36%
Previous 7.32%

Shares

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

Jul 22, 2025
SELL
N/A
-92,724 Reduced 27.56%
243,694 $6.5 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
38,419 Added 12.89%
336,418 $9.02 Billion
Q4 2024

Apr 16, 2025
BUY
N/A
1 Added 0.0%
297,999 $8.02 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
297,998 New
297,998 $8.02 Billion

Others Institutions Holding CGMU

# of Institutions
227
Shares Held
99.1M
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 Gutierrez Wealth Advisory, LLC Portfolio

Follow Gutierrez Wealth Advisory, 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 Gutierrez Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gutierrez Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email