Concurrent Investment Advisors, LLC Capital Grp Core Plus Income E Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 457,239 shares of CGMS stock, worth $0. This represents 0.14% of its overall portfolio holdings.

Number of Shares
457,239
Previous 236,974 92.95%
Holding current value
$0
Previous $6.58 Billion 92.05%
% of portfolio
0.14%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
N/A
220,265 Added 92.95%
457,239 $12.6 Billion
Q3 2025

Oct 27, 2025
BUY
N/A
48,421 Added 25.68%
236,974 $6.58 Billion
Q2 2025

Jul 25, 2025
BUY
N/A
33,459 Added 21.57%
188,553 $5.21 Billion
Q1 2025

Apr 29, 2025
SELL
N/A
-1,017 Reduced 0.65%
155,094 $4.23 Billion
Q4 2024

Feb 03, 2025
SELL
N/A
-11,485 Reduced 6.85%
156,111 $4.26 Billion
Q3 2024

Oct 30, 2024
SELL
N/A
-1,139 Reduced 0.68%
167,596 $4.67 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
168,735 New
168,735 $4.54 Billion

Others Institutions Holding CGMS

# of Institutions
291
Shares Held
91.6M
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 Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, 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 Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email