Valmark Advisers, Inc. Capital Grp Core Plus Income E Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Valmark Advisers, Inc. holds 35,960 shares of CGSD stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

35,960

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	N/A	35,960 New	35,960 $0

Others Institutions Holding CGSD

# of Institutions

121

Shares Held

22.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.16M
Shares

$0
0.0% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

2.15M
Shares

$0
0.0% of portfolio
Commonwealth Equity Services, LLC

1.61M
Shares

$0
0.06% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.32M
Shares

$0
0.0% of portfolio
Mc Ilrath & Eck, LLC

1.23M
Shares

$0
0.0% of portfolio

View Full List

About CAPITAL GRP CORE PLUS INCOME E

Ticker CGSD

More about CGSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account