A detailed history of True Wealth Advisors, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, True Wealth Advisors, LLC holds 527,064 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
527,064
Previous 436,487 20.75%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
N/A
90,577 Added 20.75%
527,064 $0
Q1 2024

Apr 23, 2024

SELL
N/A
-35,888 Reduced 7.6%
436,487 $0
Q4 2023

Feb 08, 2024

BUY
N/A
75,603 Added 19.05%
472,375 $0
Q3 2023

Nov 07, 2023

BUY
N/A
396,772 New
396,772 $0

Others Institutions Holding CGMS

About CAPITAL GRP CORE PLUS INCOME E


  • Ticker CGMS
More about CGMS
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