Iam Advisory, LLC Capital Grp Core Plus Income E Transaction History

Iam Advisory, LLC

$400 Million
Q2 2025

A detailed history of Iam Advisory, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Iam Advisory, LLC holds 523,928 shares of CGSD stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

523,928

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 08, 2025	BUY	N/A	523,928 New	523,928 $0

Others Institutions Holding CGSD

# of Institutions

155

Shares Held

35.8M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.35M
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

3.96M
Shares

$0
0.0% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

2.24M
Shares

$0
0.0% of portfolio
Commonwealth Equity Services, LLC

2.1M
Shares

$0
0.07% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.84M
Shares

$0
0.0% of portfolio

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About CAPITAL GRP CORE PLUS INCOME E

Ticker CGSD

More about CGSD

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