Forthright Family Wealth Advisory LLC Capital Grp Core Plus Income E Transaction History

Forthright Family Wealth Advisory LLC

  • $140 Million
  • Q3 2025

A detailed history of Forthright Family Wealth Advisory LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 109,421 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
109,421
Previous 114,201 4.19%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
N/A
-4,780 Reduced 4.19%
109,421 $0
Q2 2025

Aug 13, 2025
SELL
N/A
-1,668 Reduced 1.44%
114,201 $0
Q1 2025

Apr 30, 2025
BUY
N/A
1,284 Added 1.12%
115,869 $0
Q4 2024

Mar 03, 2025
BUY
N/A
29,401 Added 34.51%
114,585 $0
Q3 2024

Dec 09, 2024
BUY
N/A
85,184 New
85,184 $2.36 Billion

Others Institutions Holding CGMS

# of Institutions
278
Shares Held
89.5M
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
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