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

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 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 26,230 shares of CGMU stock, worth $0. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,230
Previous 14,065 86.49%
Holding current value
$0
Previous $382 Million 84.22%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
212
Shares Held
93.2M
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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