A detailed history of True Wealth Advisors, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, True Wealth Advisors, LLC holds 602,658 shares of CGMS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
602,658
Previous 527,064 14.34%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
N/A
75,594 Added 14.34%
602,658 $0
Q2 2024

Jul 24, 2024

BUY
N/A
90,577 Added 20.75%
527,064 $0
Q1 2024

Apr 23, 2024

SELL
N/A
-35,888 Reduced 7.6%
436,487 $0
Q4 2023

Feb 08, 2024

BUY
N/A
75,603 Added 19.05%
472,375 $0
Q3 2023

Nov 07, 2023

BUY
N/A
396,772 New
396,772 $0

Others Institutions Holding CGMS

About CAPITAL GRP CORE PLUS INCOME E


  • Ticker CGMS
More about CGMS
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

Follow True Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.