Betterment LLC Capital Grp Core Plus Income E Transaction History

Betterment LLC

$38.6 Billion
Q2 2024

A detailed history of Betterment LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Betterment LLC holds 44,619 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

44,619

Previous 23,220 92.16%

Holding current value

Previous $0 Infinity%

% of portfolio

0.0%

Previous 0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	N/A	21,399 Added 92.16%	44,619 $1.2 Million
Q1 2024 May 10, 2024	BUY	N/A	23,220 New	23,220 $0

Others Institutions Holding CGMS

# of Institutions

158

Shares Held

24.4M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.89M
Shares

$0
0.0% of portfolio
Commonwealth Equity Services, LLC

1.53M
Shares

$0
0.06% of portfolio
Envestnet Asset Management Inc

1.43M
Shares

$0
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

1.29M
Shares

$0
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.28M
Shares

$0
0.0% of portfolio

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About CAPITAL GRP CORE PLUS INCOME E

Ticker CGMS

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