Core Wealth Partners LLC Capital Group Core Plus Income Call Options Transaction History
Core Wealth Partners LLC
- $165 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding CGCP
# of Institutions
211Shares Held
111MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$245 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA8.3MShares$185 Million0.04% of portfolio
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Morgan Stanley New York, NY7.58MShares$168 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC5.49MShares$122 Million0.06% of portfolio
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Cetera Investment Advisers Schaumburg, IL4.23MShares$94.1 Million0.22% of portfolio