Swisher Financial Concepts, Inc. Capital Grp Core Plus Income E Transaction History
Swisher Financial Concepts, Inc.
- $159 Million
- Q3 2024
A detailed history of Swisher Financial Concepts, Inc. transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 156,961 shares of CGMS stock, worth $0. This represents 2.75% of its overall portfolio holdings.
Number of Shares
156,961
Previous 139,041
12.89%
Holding current value
$0
Previous $3.75 Million
16.39%
% of portfolio
2.75%
Previous 3.8%
Shares
4 transactions
Others Institutions Holding CGMS
# of Institutions
169Shares Held
33.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.2MShares$00.0% of portfolio
-
Morgan Stanley New York, NY2.51MShares$00.0% of portfolio
-
Envestnet Asset Management Inc1.93MShares$00.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.72MShares$00.0% of portfolio
-
Great Valley Advisor Group, Inc.1.67MShares$00.0% of portfolio