National Wealth Management Group, LLC Capital Group Core Plus Income Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 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 $247,595. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,631
Previous 10,856
2.07%
Holding current value
$247,595
Previous $244 Million
3.12%
% of portfolio
0.18%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding CGCP
# of Institutions
194Shares Held
83.5MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA8.3MShares$193 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$135 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.82MShares$89 Million0.01% of portfolio
-
Johnson Bixby & Associates, LLC3.68MShares$85.6 Million13.84% of portfolio
-
Ubs Group Ag3.33MShares$77.6 Million0.02% of portfolio