National Wealth Management Group, LLC Capital Group Core Plus Income Transaction History

National Wealth Management Group, LLC

  • $150 Billion
  • Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, National Wealth Management Group, LLC holds 10,731 shares of CGCP stock, worth $240,052. This represents 0.16% of its overall portfolio holdings.

Number of Shares
10,731
Previous 10,631 0.94%
Holding current value
$240,052
Previous $246 Million 3.08%
% of portfolio
0.16%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$22.13 - $23.17 $2,213 - $2,317
100 Added 0.94%
10,731 $238 Million
Q2 2024

Aug 09, 2024
SELL
$21.83 - $22.48 $4,911 - $5,058
-225 Reduced 2.07%
10,631 $236 Million
Q1 2024

May 17, 2024
BUY
$22.27 - $22.91 $39,751 - $40,894
1,785 Added 19.68%
10,856 $244 Million
Q4 2023

Feb 01, 2024
BUY
$21.01 - $22.93 $190,581 - $207,998
9,071 New
9,071 $206 Million
Q1 2023

May 15, 2023
BUY
$22.02 - $23.09 $197,101 - $206,678
8,951 New
8,951 $204 Million
Q4 2022

Nov 17, 2023
BUY
$21.49 - $22.83 $238,388 - $253,253
11,093 New
11,093 $247 Million

Others Institutions Holding CGCP

# of Institutions
237
Shares Held
134M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE PLUS INCOME

CGCP Quotes by TradingView
  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
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