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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Modern Wealth Management, LLC holds 85,094 shares of CGMU stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
85,094
Previous 26,230 224.41%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
58,864 Added 224.41%
85,094 $0
Q1 2025

May 15, 2025
BUY
N/A
12,165 Added 86.49%
26,230 $703 Million
Q4 2024

May 30, 2025
SELL
N/A
-16,836 Reduced 64.19%
9,394 $0
Q4 2024

May 29, 2025
SELL
N/A
-16,836 Reduced 64.19%
9,394 $0
Q4 2024

Feb 11, 2025
BUY
N/A
14,065 New
14,065 $382 Million

Others Institutions Holding CGMU

# of Institutions
241
Shares Held
110M
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
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