Wr Wealth Planners, LLC Capital Grp Core Plus Income E Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 13,376 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,376
Previous 25,689 47.93%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
N/A
-12,313 Reduced 47.93%
13,376 $0
Q3 2024

Oct 17, 2024
BUY
N/A
718 Added 2.88%
25,689 $0
Q2 2024

Jul 31, 2024
SELL
N/A
-478 Reduced 1.88%
24,971 $0
Q1 2024

Jul 31, 2024
BUY
N/A
25,449 New
25,449 $0
Q2 2023

Aug 01, 2024
SELL
N/A
-22,137 Reduced 88.65%
2,834 $73.8 Million
Q1 2023

Aug 01, 2024
SELL
N/A
-22,697 Reduced 90.89%
2,274 $59.9 Million
Q4 2022

Oct 10, 2024
SELL
N/A
-22,697 Reduced 90.89%
2,274 $58.5 Million

Others Institutions Holding CGMS

# of Institutions
218
Shares Held
50M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GRP CORE PLUS INCOME E

CGMS Quotes by TradingView
  • Ticker CGMS
More about CGMS
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email