Integrated Wealth Concepts LLC Capital Grp Core Plus Income E Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 263,080 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
263,080
Previous 204,377 28.72%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
58,703 Added 28.72%
263,080 $0
Q2 2025

Aug 14, 2025
BUY
N/A
16,747 Added 8.93%
204,377 $0
Q1 2025

May 15, 2025
SELL
N/A
-31,257 Reduced 14.28%
187,630 $0
Q4 2024

Feb 14, 2025
BUY
N/A
31,985 Added 17.11%
218,887 $0
Q3 2024

Nov 14, 2024
BUY
N/A
14,867 Added 8.64%
186,902 $0
Q2 2024

Aug 14, 2024
BUY
N/A
86,376 Added 100.84%
172,035 $0
Q1 2024

May 15, 2024
BUY
N/A
14,314 Added 20.06%
85,659 $0
Q4 2023

Feb 13, 2024
BUY
N/A
71,345 New
71,345 $0

Others Institutions Holding CGMS

# of Institutions
277
Shares Held
86.9M
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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