Venturi Wealth Management, LLC Capital Group Core Plus Income Transaction History

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q3 2024

A detailed history of Venturi Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 739,531 shares of CGMU stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
739,531
Previous 613,885 20.47%
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
Q3 2024

Nov 04, 2024
BUY
N/A
125,646 Added 20.47%
739,531 $0
Q2 2024

Jul 19, 2024
BUY
N/A
64,226 Added 11.68%
613,885 $0
Q1 2024

Apr 23, 2024
BUY
N/A
6,311 Added 1.16%
549,659 $0
Q4 2023

Jan 23, 2024
BUY
N/A
543,348 New
543,348 $0

Others Institutions Holding CGMU

# of Institutions
149
Shares Held
74.3M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE PLUS INCOME

CGMU Quotes by TradingView
  • Ticker CGMU
More about CGMU
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