Olistico Wealth, LLC Capital Grp Core Plus Income E Transaction History

Olistico Wealth, LLC

  • $180 Billion
  • Q2 2025

A detailed history of Olistico Wealth, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Olistico Wealth, LLC holds 1,947 shares of CGMS stock, worth $0. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,947
Previous 1,638 18.86%
Holding current value
$0
Previous $44.7 Million 20.26%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 22, 2025
BUY
N/A
309 Added 18.86%
1,947 $53.8 Million
Q1 2025

Apr 29, 2025
BUY
N/A
333 Added 25.52%
1,638 $44.7 Million
Q4 2024

Jan 17, 2025
SELL
N/A
-67 Reduced 4.88%
1,305 $35.6 Million
Q3 2024

Oct 08, 2024
BUY
N/A
822 Added 149.45%
1,372 $38.2 Million
Q2 2024

Jul 09, 2024
BUY
N/A
550 New
550 $14.8 Million

Others Institutions Holding CGMS

# of Institutions
263
Shares Held
76.2M
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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