One Ascent Financial Services LLC Capital Grp Core Plus Income E Transaction History

One Ascent Financial Services LLC

  • $1.53 Billion
  • Q1 2025

A detailed history of One Ascent Financial Services LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, One Ascent Financial Services LLC holds 134,837 shares of CGMS stock, worth $0. This represents 0.24% of its overall portfolio holdings.

Number of Shares
134,837
Previous 37,154 262.91%
Holding current value
$0
Previous $1.01 Million 263.02%
% of portfolio
0.24%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
N/A
97,683 Added 262.91%
134,837 $3.68 Million
Q4 2024

Feb 12, 2025
BUY
N/A
37,154 New
37,154 $1.01 Million

Others Institutions Holding CGMS

# of Institutions
237
Shares Held
58M
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
Track This Portfolio

Track One Ascent Financial Services LLC Portfolio

Follow One Ascent Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Ascent Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Ascent Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email