Life Goal Wealth Advisors Capital Grp Core Plus Income E Transaction History
Life Goal Wealth Advisors
- $120 Billion
- Q3 2025
A detailed history of Life Goal Wealth Advisors transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Life Goal Wealth Advisors holds 35,510 shares of CGMS stock, worth $0. This represents 0.82% of its overall portfolio holdings.
Number of Shares
35,510
Previous 36,160
1.8%
Holding current value
$0
Previous $999 Million
1.34%
% of portfolio
0.82%
Previous 0.95%
Shares
4 transactions
Others Institutions Holding CGMS
# of Institutions
278Shares Held
89.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.8MShares$00.0% of portfolio
-
Morgan Stanley New York, NY6.52MShares$00.0% of portfolio
-
Envestnet Asset Management Inc5.4MShares$00.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.34MShares$00.0% of portfolio
-
Wells Fargo & Company San Francisco, CA3.75MShares$00.0% of portfolio