Gutierrez Wealth Advisory, LLC Capital Group Core Plus Income Transaction History

Gutierrez Wealth Advisory, LLC

  • $156 Billion
  • Q3 2025

A detailed history of Gutierrez Wealth Advisory, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Gutierrez Wealth Advisory, LLC holds 263,892 shares of CGMU stock, worth $0. This represents 4.61% of its overall portfolio holdings.

Number of Shares
263,892
Previous 243,694 8.29%
Holding current value
$0
Previous $6.5 Billion 10.72%
% of portfolio
4.61%
Previous 4.36%

Shares

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

Nov 12, 2025
BUY
N/A
20,198 Added 8.29%
263,892 $7.2 Billion
Q2 2025

Jul 22, 2025
SELL
N/A
-92,724 Reduced 27.56%
243,694 $6.5 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
38,419 Added 12.89%
336,418 $9.02 Billion
Q4 2024

Apr 16, 2025
BUY
N/A
1 Added 0.0%
297,999 $8.02 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
297,998 New
297,998 $8.02 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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