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 186,902 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
186,902
Previous 172,035 8.64%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

About CAPITAL GRP CORE PLUS INCOME E


  • Ticker CGMS
More about CGMS
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