Marshall & Sterling Wealth Advisors Inc. Capital Grp Core Plus Income E Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,061 shares of CGMS stock, worth $0. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,061
Previous 584 81.68%
Holding current value
$0
Previous $16.1 Million 82.54%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 07, 2025
BUY
N/A
477 Added 81.68%
1,061 $29.4 Million
Q2 2025

Aug 12, 2025
BUY
N/A
63 Added 12.09%
584 $16.1 Million
Q1 2025

May 15, 2025
BUY
N/A
521 New
521 $14.2 Million

Others Institutions Holding CGMS

# of Institutions
278
Shares Held
89.5M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GRP CORE PLUS INCOME E

CGMS Quotes by TradingView
  • Ticker CGMS
More about CGMS
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