Next Level Wealth Planning, LLC Capital Group Core Plus Income Transaction History

Next Level Wealth Planning, LLC

  • $188 Billion
  • Q4 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 11,001 shares of CGMU stock, worth $0. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,001
Previous 7,393 48.8%
Holding current value
$0
Previous $202 Million 49.29%
% of portfolio
0.16%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
N/A
3,608 Added 48.8%
11,001 $301 Million
Q3 2025

Oct 30, 2025
BUY
N/A
7,393 New
7,393 $202 Million

Others Institutions Holding CGMU

# of Institutions
278
Shares Held
133M
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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