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

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 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 236,974 shares of CGMS stock, worth $0. This represents 0.11% of its overall portfolio holdings.

Number of Shares
236,974
Previous 188,553 25.68%
Holding current value
$0
Previous $5.21 Billion 26.27%
% of portfolio
0.11%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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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