Iam Advisory, LLC Capital Grp Core Plus Income E Transaction History

Iam Advisory, LLC

$427 Million
Q3 2025

A detailed history of Iam Advisory, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Iam Advisory, LLC holds 542,187 shares of CGSD stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

542,187

Previous 523,928 3.49%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	N/A	18,259 Added 3.49%	542,187 $0
Q2 2025 Jul 08, 2025	BUY	N/A	523,928 New	523,928 $0

Others Institutions Holding CGSD

# of Institutions

158

Shares Held

43.9M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

5.55M
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

5.09M
Shares

$0
0.0% of portfolio
Capital Group Private Client Services, Inc. Los Angeles, CA

2.33M
Shares

$0
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

2.08M
Shares

$0
0.0% of portfolio
Commonwealth Equity Services, LLC

2.02M
Shares

$0
0.07% of portfolio

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About CAPITAL GRP CORE PLUS INCOME E

Ticker CGSD

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