M Wealth Management, LLC Capital Group Core Plus Income Transaction History

M Wealth Management, LLC

$110 Billion
Q4 2024

A detailed history of M Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, M Wealth Management, LLC holds 18,343 shares of CGMU stock, worth $0. This represents 0.45% of its overall portfolio holdings.

Number of Shares

18,343

Holding current value

% of portfolio

0.45%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	N/A	18,343 New	18,343 $494 Million

Others Institutions Holding CGMU

# of Institutions

158

Shares Held

74.6M

Call Options Held

Put Options Held

Capital International Investors Los Angeles, CA

38M
Shares

$0
0.0% of portfolio
Envestnet Asset Management Inc

6.11M
Shares

$0
0.0% of portfolio
Ubs Group Ag

2.27M
Shares

$0
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

2.17M
Shares

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

1.85M
Shares

$0
0.0% of portfolio

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About CAPITAL GROUP CORE PLUS INCOME

Ticker CGMU

More about CGMU

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M Wealth Management, LLC Capital Group Core Plus Income Transaction History