Beta Wealth Group, Inc. Capital Grp Core Plus Income E Transaction History
Beta Wealth Group, Inc.
- $206 Million
- Q4 2024
A detailed history of Beta Wealth Group, Inc. transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 301,386 shares of CGSD stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
301,386
Previous 288,115
4.61%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CGSD
# of Institutions
118Shares Held
21.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.16MShares$00.0% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA2.15MShares$00.0% of portfolio
-
Commonwealth Equity Services, LLC1.61MShares$00.06% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.32MShares$00.0% of portfolio
-
Mc Ilrath & Eck, LLC1.23MShares$00.0% of portfolio