Concurrent Investment Advisors, LLC Capital Group Core Plus Income Transaction History
Concurrent Investment Advisors, LLC
- $3.04 Trillion
- Q2 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 307,719 shares of CGCP stock, worth $7.13 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
307,719
Previous 194,440
58.26%
Holding current value
$7.13 Million
Previous $4.37 Billion
56.57%
% of portfolio
0.22%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding CGCP
# of Institutions
194Shares Held
83.5MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA8.3MShares$192 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$135 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.82MShares$88.6 Million0.01% of portfolio
-
Johnson Bixby & Associates, LLC3.68MShares$85.2 Million13.84% of portfolio
-
Ubs Group Ag3.33MShares$77.2 Million0.02% of portfolio