Envision Financial Planning, LLC Capital Group Core Plus Income Transaction History

Envision Financial Planning, LLC

  • $236 Billion
  • Q3 2025

A detailed history of Envision Financial Planning, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Envision Financial Planning, LLC holds 215,557 shares of CGMU stock, worth $0. This represents 2.49% of its overall portfolio holdings.

Number of Shares
215,557
Previous 118,946 81.22%
Holding current value
$0
Previous $3.17 Billion 85.3%
% of portfolio
2.49%
Previous 1.48%

Shares

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

Nov 14, 2025
BUY
N/A
96,611 Added 81.22%
215,557 $5.88 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
78,862 Added 196.74%
118,946 $3.17 Billion
Q1 2025

May 14, 2025
BUY
N/A
1,728 Added 4.51%
40,084 $1.08 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
38,356 New
38,356 $1.03 Billion

Others Institutions Holding CGMU

# of Institutions
259
Shares Held
129M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE PLUS INCOME

CGMU Quotes by TradingView
  • Ticker CGMU
More about CGMU
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