Peterson Wealth Advisors, LLC Capital Grp Core Plus Income E Transaction History

Peterson Wealth Advisors, LLC

  • $485 Million
  • Q1 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 25,987 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,987
Previous 88,813 70.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 30, 2025
SELL
N/A
-62,826 Reduced 70.74%
25,987 $0
Q4 2024

Jan 17, 2025
BUY
N/A
79,893 Added 895.66%
88,813 $0
Q3 2024

Oct 24, 2024
BUY
N/A
8,920 New
8,920 $0

Others Institutions Holding CGMS

# of Institutions
245
Shares Held
66.5M
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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