Summit Financial, LLC Capital Grp Core Plus Income E Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Summit Financial, LLC holds 53,656 shares of CGSD stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

53,656

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	N/A	53,656 New	53,656 $0

Others Institutions Holding CGSD

# of Institutions

159

Shares Held

44M

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

More about CGSD

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