Holistic Planning, LLC Capital Group Core Plus Income Call Options Transaction History

Holistic Planning, LLC

$295 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CGCP

# of Institutions

252

Shares Held

158M

Call Options Held

0

Put Options Held

0

Capital International Investors Los Angeles, CA

20.8M
Shares

$465 Million
0.1% of portfolio
Lpl Financial LLC Fort Mill, SC

12.4M
Shares

$277 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

12M
Shares

$268 Million
0.06% of portfolio
Morgan Stanley New York, NY

10.8M
Shares

$242 Million
0.02% of portfolio
Johnson Bixby & Associates, LLC

5.54M
Shares

$123 Million
19.92% of portfolio

About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
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