Peterson Wealth Advisors, LLC Capital Group Core Plus Income Transaction History
Peterson Wealth Advisors, LLC
- $527 Million
- Q2 2025
A detailed history of Peterson Wealth Advisors, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 10,995 shares of CGMU stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,995
Previous 14,956
26.48%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding CGMU
# of Institutions
215Shares Held
93.4MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA39.9MShares$00.0% of portfolio
-
Envestnet Asset Management Inc7.41MShares$00.0% of portfolio
-
Morgan Stanley New York, NY3.9MShares$00.0% of portfolio
-
Northwestern Mutual Wealth Management CO3.66MShares$00.0% of portfolio
-
Ubs Group Ag3.13MShares$00.0% of portfolio