Institutional shares held 84.3 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 198


Latest Institutional Activity in CGMU

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 7.41M ($0)
Q1 2025
Hartmann Taylor Wealth Management, LLC Shares Held: 210K ($0)
Q1 2025
Leverty Financial Group, LLC Shares Held: 163K ($0)
Q1 2025
Cornerstone Advisors Asset Management, Inc Shares Held: 118K ($0)
Q1 2025
Confluence Wealth Services, Inc. Shares Held: 703K ($0)

Top Sells

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 385K ($0)
Q1 2025
Bay Colony Advisory Group, Inc D Shares Held: 102K ($0)
Q1 2025
Madison Wealth Partners, Inc Shares Held: 29.8K ($0)
Q1 2025
Intergy Private Wealth, LLC Shares Held: 34.3K ($0)
Q1 2025
Long View Wealth Management Shares Held: 41.9K ($0)

About CGMU


Insider Transactions at CGMU

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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