National Wealth Management Group, LLC Capital Group Core Plus Income Transaction History
National Wealth Management Group, LLC
- $148 Billion
- Q3 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 10,631 shares of CGCP stock, worth $236,646. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,631
Previous 10,631
-0.0%
Holding current value
$236,646
Previous $236 Million
4.05%
% of portfolio
0.17%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding CGCP
# of Institutions
222Shares Held
115MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA11MShares$246 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA8.3MShares$185 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.58MShares$169 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.49MShares$122 Million0.06% of portfolio
-
Johnson Bixby & Associates, LLC4.4MShares$98 Million15.66% of portfolio