Western Wealth Management, LLC Capital Grp Core Plus Income E Transaction History

Western Wealth Management, LLC

$1.46 Billion
Q1 2025

A detailed history of Western Wealth Management, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Western Wealth Management, LLC holds 7,649 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,649

Holding current value

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	N/A	7,649 New	7,649 $0
Q4 2023 Jan 31, 2024	BUY	N/A	13,609 New	13,609 $0

Others Institutions Holding CGMS

# of Institutions

228

Shares Held

52.3M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

5.45M
Shares

$0
0.0% of portfolio
Morgan Stanley New York, NY

4.75M
Shares

$0
0.0% of portfolio
Envestnet Asset Management Inc

2.99M
Shares

$0
0.0% of portfolio
Great Valley Advisor Group, Inc.

2.05M
Shares

$0
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.91M
Shares

$0
0.0% of portfolio

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About CAPITAL GRP CORE PLUS INCOME E

Ticker CGMS

More about CGMS

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Western Wealth Management, LLC Capital Grp Core Plus Income E Transaction History