Financial Perspectives, Inc Capital Grp Core Plus Income E Transaction History
Financial Perspectives, Inc
- $292 Billion
- Q1 2025
A detailed history of Financial Perspectives, Inc transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Financial Perspectives, Inc holds 1,161 shares of CGMS stock, worth $0. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,161
Previous 1,146
1.31%
Holding current value
$0
Previous $31.3 Million
1.4%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding CGMS
# of Institutions
226Shares Held
51.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.45MShares$00.0% of portfolio
-
Morgan Stanley New York, NY4.75MShares$00.0% of portfolio
-
Envestnet Asset Management Inc2.99MShares$00.0% of portfolio
-
Great Valley Advisor Group, Inc.2.05MShares$00.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.91MShares$00.0% of portfolio